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Mendel Capital Management, LLC

● SEC registered since 2021CRD 311919SEC# 801-120079Little Rock, AR
Export (members)
Reg. AUM
$272.3M
Employees
3
Accounts
412
Location
Little Rock, AR

Mendel Capital Management, LLC assets under management

Mendel Capital Management, LLC is a registered investment adviser overseen by the SEC based in Little Rock, AR. The firm has been registered since 2021. It reports $272.3 million in regulatory assets under management and employs 3 people.

Mendel Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Geoffrey H Niebaum ControlManaging Member And Ceo50-75%2020
Maureen Patricia Ruggiero ControlManaging Member & Cco25-50%2020

Frequently asked questions

How much does Mendel Capital Management, LLC manage?

Mendel Capital Management, LLC reports $272.3 million in regulatory assets under management on its Form ADV.

How many employees does Mendel Capital Management, LLC have?

Mendel Capital Management, LLC reports 3 employees.

Where is Mendel Capital Management, LLC located?

Mendel Capital Management, LLC is based in Little Rock, AR and has been SEC-registered since 2021.

Does Mendel Capital Management, LLC disclose fund performance?

Mendel Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18 Corporate Hill Drive, Suite 202, Little Rock, AR 72205
Phone501-225-1405
Fax501-225-1650
Office hours8:30 a.m. -4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$272.3M▲ 13%
Feb '25 — $241MMar '25 — $241MApr '25 — $241MMay '25 — $241MJun '25 — $241MJul '25 — $241MAug '25 — $241MSep '25 — $241MOct '25 — $241MNov '25 — $241MDec '25 — $241MJan '26 — $241MFeb '26 — $241MMar '26 — $272.3MApr '26 — $272.3MMay '26 — $272.3MJun '26 — $272.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$272.3Mregulatory AUM
Discretionary $264.3MNon-discretionary $8M