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| Mendel Capital Management LLC
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|---|---|
| CRD # | 311919 |
| SEC # | 801-120079 |
| CIK # | 0001911384 |
| AUM | 272.3 M (2026-03-06) |
| 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) | |
|---|---|---|---|
| Wal Mart Stores Inc | 6.6 | ||
| Apple Inc | 6.6 | ||
| Microsoft Corp | 4.0 | ||
| J P Morgan Chase & Co | 2.7 | ||
| International Business Machines Corp | 2.4 | ||
| Kroger Co | 2.3 | ||
| Parker Hannifin Corp | 2.3 | ||
| Johnson & Johnson | 2.0 | ||
| Nvidia Corp | 2.0 | ||
| Fedex Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 27.0 |
| (b) Individuals (high net worth individuals) | 72 | 192.3 |
| (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 | 11 | 48.7 |
| (h) Charitable organizations | 1 | 2.5 |
| (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 | 5 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 412 | 272.3 |
| By Discretionary | ||
| Discretionary | 401 | 264.3 |
| Non-Discretionary | 11 | 8.0 |
| Total | 412 | 272.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.3 | |
| Total | 412 | 272.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911384] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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