# Mundell Asset Management LLC

> Mundell Asset Management LLC is a state-registered investment advisory firm in Canal Fulton, OH, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated January 30, 2026.

- CRD: 151000
- Filed as: MUNDELL ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Canal Fulton, OH
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151000
- AdvisorCensus page: https://advisorcensus.com/firm/mundell-asset-management-llc-canal-fulton-oh-151000

## Quick answers

**How is Mundell Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mundell Asset Management LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mundell Asset Management LLC located?**
Mundell Asset Management LLC's principal office is in Canal Fulton, OH, according to its Form ADV.

**Is Mundell Asset Management LLC registered with the SEC or a state?**
Mundell Asset Management LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151000.

**Does Mundell Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151000

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mundellassetmanagement.com
- mundellgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mundell Asset Management LLC (CRD 151000): Form ADV filing data as of October 2026.