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| Brendel Financial Advisors LLC
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| CRD # | 288927 |
| SEC # | 801-110901 |
| CIK # | 0001768065 |
| AUM | 260.2 M (2026-04-29) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 603-643-4441 |
| Address | 64 Lyme Rd Hanover, NH 03755 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001768065 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 10.7 | ||
| Graniteshares Gold Trust | 6.8 | ||
| Johnson & Johnson | 6.4 | ||
| Caterpillar Inc | 6.1 | ||
| Wal Mart Stores Inc | 5.8 | ||
| Dover Corp | 5.1 | ||
| FPL Group Inc | 5.1 | ||
| Cintas Corp | 4.9 | ||
| AbbVie Inc | 4.8 | ||
| General Dynamics Corp | 4.3 | ||
| American Express Co | 4.2 | ||
| Target Corp | 4.2 | ||
| Ace Ltd | 4.2 | ||
| Microsoft Corp | 4.0 | ||
| Nvidia Corp | 4.0 | ||
| Nordson Corp | 4.0 | ||
| Expeditors International of Washington Inc | 3.9 | ||
| SPDR Gold Trust | 3.9 | ||
| International Business Machines Corp | 3.9 | ||
| Alphabet Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Apple Inc | 3.8 | ||
| Amazon Com Inc | 3.7 | ||
| Palantir Technologies Inc | 3.5 | ||
| Tesla Motors Inc | 3.5 | ||
| Alcoa Corp | 3.2 | ||
| Stanley Black & Decker Inc | 3.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 53.4 |
| (b) Individuals (high net worth individuals) | 73 | 206.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 712 | 260.2 |
| By Discretionary | ||
| Discretionary | 707 | 237.5 |
| Non-Discretionary | 5 | 22.7 |
| Total | 712 | 260.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 260.0 | |
| Total | 712 | 260.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001768065] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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