Mendel Capital Management LLC
Mendel Capital Management LLC is a fee-only investment advisory firm based in Little Rock, Arkansas. The company is registered with the SEC and acts as a fiduciary for its clients, providing personalized wealth management and investment advisory services. Founded in 2021, the firm serves individuals, families, and institutional investors, aiming to offer independent, conflict-free financial advice and portfolio management. As of March 2024, it manages over $200 million in assets and maintains a small team dedicated to client-focused asset management.
Investment Strategy
Mendel Capital Management pursues a client-centric investment approach grounded in fiduciary principles. The firm builds diversified portfolios based on the individual objectives and risk tolerances of its clients, employing primarily ETF and equity-focused strategies as evidenced by its 13F filings. The investment philosophy is characterized by transparency, independent research, and a long-term view, consistently rebalancing portfolios to align with each client's needs and market conditions.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 11.02% | $19.3M | 76,310 | $174.30 | $253.23 | +$2.9M |
I IYW | ISHARES TR | 8.95% | $15.7M | 90,645 | $114.84 | $173.27 | +$2.5M |
S SCHD | SCHWAB STRATEGIC TR | 7.42% | $13.0M | 491,318 | $26.86 | $26.50 | -$1.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 7.07% | $12.4M | 60,546 | $169.67 | $204.67 | +$256.9K |
V VOO | VANGUARD INDEX FDS | 6.89% | $12.1M | 21,262 | $455.12 | $568.03 | +$1.2M |