Mendel Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$219,282,614
Clients
153
Advisors
2
of 3 employees
About
Mendel Capital Management primarily serves individual and high‑net‑worth clients and also works with pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management as its core service and supplements this with financial planning delivered as part of the advisory relationship.
The firm’s investment process integrates fundamental analysis for longer‑term positioning with technical and charting techniques to identify shorter‑term entry and exit points, and it uses modern portfolio theory to guide asset allocation. Accounts are generally managed on a discretionary basis, monitored and rebalanced periodically, and the firm may employ both short‑term trades and margin where appropriate.
What is distinctive about Mendel is its combination of investment advisory work with ongoing bookkeeping and small‑business consulting and with pension‑plan consulting and participant education—services that are less common among similarly sized RIAs. The firm also routinely requires clients to direct brokerage to a specified custodian, does not vote client proxies, and operates with a small, two‑advisor team managing a concentrated client base.
Client services
Expertise
Occupation focus
Fee options
$0.00 - $1,000,000: .90% $1,000,001 - $3,000,000: .75% $3,000,001 - $5,000,000: .60% $5,000,001+: .50%
$100/hour for bookkeeping and consulting
Main office
18 Corporate Hill Drive, Suite 202
Little Rock AR 72205
Advisors at this office
2
Most active in
Arkansas · Florida · Louisiana · Oklahoma · Texas · Virginia
Also doing business as
Gnmr, LLC · Mendel Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Maureen R
Series 65, Series 66
Little Rock, AR
Mendel Capital Management, LLC
Maureen Ruggiero is a financial advisor at Mendel Capital Management, LLC in Little Rock, AR, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Mendel Capital Management and its predecessor entities since 2007, as well as operating AR Small Business Solutions from 2010 to 2020. Mendel Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses, providing discretionary and non-discretionary portfolio management, pension consulting, and participant education. The firm integrates financial planning with investment management and combines fundamental and technical analysis to tailor advice to client objectives and risk tolerance.
Geoffrey N
Series 63, Series 65
Little Rock, AR
Mendel Capital Management, LLC
Geoffrey Niebaum is a financial advisor at Mendel Capital Management, LLC in Little Rock, AR, with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Integra Capital Advisors for 13 years before joining Mendel Capital Management. Mendel Capital Management serves individual and high-net-worth clients as well as pension plans, charitable organizations, and businesses. The firm combines fundamental and technical analysis with modern portfolio theory to manage discretionary portfolios and also offers financial planning, bookkeeping, and small-business consulting services.
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