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| Happy Holidays!! thanks for using AUM13F!! |
| Mendel Capital Management LLC
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| CRD # | 311919 |
| SEC # | 801-120079 |
| CIK # | 0001911384 |
| AUM | $241.0 M (2025-02-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 501-225-1405 |
| Address | 18 Corporate Hill Drive Little Rock, AR 72205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.3 | ||
| Apple Inc | 5.3 | ||
| Wal Mart Stores Inc | 5.2 | ||
| International Business Machines Corp | 2.8 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Kroger Co | 2.3 | ||
| Automatic Data Processing Inc | 2.1 | ||
| Stryker Corp | 1.9 | ||
| Nvidia Corp | 1.8 | ||
| Parker Hannifin Corp | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 27.3 |
| (b) Individuals (high net worth individuals) | 61 | 166.6 |
| (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 | 13 | 42.4 |
| (h) Charitable organizations | 1 | 2.3 |
| (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 | 3 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 403 | 241.0 |
| By Discretionary | ||
| Discretionary | 20 | 232.1 |
| Non-Discretionary | 383 | 8.9 |
| Total | 403 | 241.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.0 | |
| Total | 403 | 241.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911384] |
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|---|---|---|
|
Oak Advisors LLC
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SC | 0.2 |
|
Richmond Brothers Inc
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MI | 0.2 |
|
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IL | 0.2 |
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CA | 0.2 |
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KS | 0.2 |
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RCS Financial Planning LLC
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MD | 0.2 |
|
Miller Capital Partners Inc
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|
MI | 0.2 |
|
Impact Capital LLC
✚
|
MD | 0.2 |
|
Fort Henry Capital LLC
✚
|
WV | 0.2 |
|
Kamichu Wealth Management LLC
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|
NV | 0.2 |