MENDEL CAPITAL MANAGEMENT, LLC

18 Corporate Hill Drive
Suite 202
Little Rock, Arkansas 72205
Tel: 501-225-1405

About MENDEL CAPITAL MANAGEMENT, LLC

MENDEL CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MENDEL CAPITAL MANAGEMENT, LLC. The firm was established in 01/04/2021. They have over 1 offices throughout the country.

MENDEL CAPITAL MANAGEMENT, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $240,969,771 assets under management, offering retirement planning & investment advisory services to 403 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311919
SEC#	801-120079
Assets Managed by Firm	$240,969,771
No. of Clients	403
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (BOOKKEEPING AND BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	403	$240,969,771
Individuals (other than high net worth individuals)	88	$27,277,027
High net worth individuals	61	$166,630,562
Pension and profit sharing plans	13	$42,359,273
Charitable organizations	1	$2,267,407
Corporations or other businesses	3	$2,435,502

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