{
  "crd_number": 311919,
  "slug": "mendel-capital-management-llc-little-rock-ar-311919",
  "primary_business_name": "MENDEL CAPITAL MANAGEMENT, LLC",
  "legal_name": "MENDEL CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Little Rock",
  "state": "AR",
  "country": "United States",
  "cbsa_code": "30780",
  "metro": {
    "cbsa_code": "30780",
    "common_name": "Little Rock",
    "msa_name": "Little Rock-North Little Rock-Conway, AR",
    "path": "/advisors/ar/little-rock"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 272328997.0,
  "raum_discretionary": 264324679.0,
  "raum_non_discretionary": 8004318.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2509676.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 27002022.0,
      "count": 81
    },
    "pension_profit_sharing": {
      "raum": 48728749.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 192280592.0,
      "count": 72
    },
    "corporations_other_businesses": {
      "raum": 1807958.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "FL",
    "LA",
    "OK",
    "TX",
    "VA"
  ],
  "websites": [
    "https://mendelcapital.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311919",
  "city_as_filed": "LITTLE ROCK",
  "url": "https://advisorcensus.com/firm/mendel-capital-management-llc-little-rock-ar-311919",
  "display_name": "Mendel Capital Management, LLC",
  "summary": "Mendel Capital Management, LLC is an SEC-registered investment advisory firm in Little Rock, AR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Mendel Capital Management, LLC (CRD 311919): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Mendel Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mendel Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Mendel Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 states: Subscription: $300 a month (Basic Bookeeping fees); Subscription: $500 a month (bookkeeping fee for small businesses); Subscription: $600 a month (Bi-Weekly Payroll Monthly rates: 25 to 50 employees); Hourly rate: $100 an hour (Hourly Bookkeeping and Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mendel Capital Management, LLC located?",
      "a": "Mendel Capital Management, LLC's principal office is in Little Rock, AR, according to its Form ADV."
    },
    {
      "q": "Is Mendel Capital Management, LLC registered with the SEC or a state?",
      "a": "Mendel Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311919."
    },
    {
      "q": "How much does Mendel Capital Management, LLC manage?",
      "a": "Mendel Capital Management, LLC reports $272,328,997 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (97% discretionary)."
    },
    {
      "q": "How have Mendel Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mendel Capital Management, LLC: Regulatory assets under management: $187,517,611 in the October 2021 data and $272,328,997 in the October 2026 data, up 45%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mendel Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (72); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Which custodians does Mendel Capital Management, LLC use?",
      "a": "Mendel Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mendel Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311919"
    },
    {
      "q": "What changed in Mendel Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $240,969,771 to $272,328,997 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 187517611.0,
      "total_employees": 2,
      "filing_date": "2021-05-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 208587125.0,
      "total_employees": 2,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 174441947.0,
      "total_employees": 3,
      "filing_date": "2023-02-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 211615750.0,
      "total_employees": 3,
      "filing_date": "2024-03-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 240969771.0,
      "total_employees": 3,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 272328997.0,
      "total_employees": 3,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $240,969,771 to $272,328,997 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $300 a month (Basic Bookeeping fees)",
      "Subscription: $500 a month (bookkeeping fee for small businesses)",
      "Subscription: $600 a month (Bi-Weekly Payroll Monthly rates: 25 to 50 employees)",
      "Hourly rate: $100 an hour (Hourly Bookkeeping and Consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $300 a month (Basic Bookeeping fees)"
        ],
        "quotes": [
          "Our Basic Bookeeping fees begin at $300 per month, which includes basic bookkeeping entries for one bank account, 50 monthly transactions, monthly profit and loss statement and balance sheet."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $500 a month (bookkeeping fee for small businesses)"
        ],
        "quotes": [
          "Our bookkeeping fee for small businesses begin at $500 per month which includes one bank account, one credit card (or two bank accounts), up to 100 monthly transactions"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $600 a month (Bi-Weekly Payroll Monthly rates: 25 to 50 employees)"
        ],
        "quotes": [
          "25 to 50 employees - $600 per month;"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 an hour (Hourly Bookkeeping and Consulting)"
        ],
        "quotes": [
          "Hourly Bookkeeping and Consulting $100/hour"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Basic Bookeeping fees"
        },
        {
          "kind": "subscription",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "bookkeeping fee for small businesses"
        },
        {
          "kind": "subscription",
          "amount": 600.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Bi-Weekly Payroll Monthly rates: 25 to 50 employees"
        },
        {
          "kind": "hourly",
          "amount": 100.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Hourly Bookkeeping and Consulting"
        }
      ]
    },
    "quotes": [
      "Our Basic Bookeeping fees begin at $300 per month, which includes basic bookkeeping entries for one bank account, 50 monthly transactions, monthly profit and loss statement and balance sheet.",
      "Our bookkeeping fee for small businesses begin at $500 per month which includes one bank account, one credit card (or two bank accounts), up to 100 monthly transactions",
      "25 to 50 employees - $600 per month;",
      "Hourly Bookkeeping and Consulting $100/hour"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mendel-capital-management-llc-little-rock-ar-311919.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 81,
      "fewer_than_5": false,
      "raum": 27002022.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 192280592.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 48728749.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2509676.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1807958.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311919",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}