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⚲
|
| Mendel Capital Management LLC
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|
|
|---|---|
| CRD # | 311919 |
| SEC # | 801-120079 |
| CIK # | 0001911384 |
| AUM | $174.4 MM (2023-02-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 501-225-1405 |
| Address | 18 Corporate Hill Drive Little Rock, AR 72205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.3 | |
| MSFT | 1,918,222.4 | 3.4 | |
| WMT | 335,434.5 | 2.7 | |
| KR | 34,654.6 | 1.6 | |
| SYK | 74,798.9 | 1.5 | |
| ADP | 89,423.0 | 1.4 | |
| JNJ | 465,600.2 | 1.3 | |
| IBM | 127,593.9 | 1.3 | |
| FDX | 62,226.1 | 1.3 | |
| JPM | 340,169.2 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 27.1 |
| (b) Individuals (high net worth individuals) | 63 | 146.1 |
| (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 | 13 | 32.8 |
| (h) Charitable organizations | 1 | 2.1 |
| (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 | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 208.6 |
| By Discretionary | ||
| Discretionary | 367 | 206.3 |
| Non-Discretionary | 2 | 2.3 |
| Total | 369 | 208.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.6 | |
| Total | 369 | 208.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001911384] |
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|---|---|---|
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