$260.2M Total AUM
$237.5M Disc. AUM
7.4% 3Y CAGR
4 Employees
325 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit primeMatrix radial
- Established Date
- 07-31-2017
- Office Locations
- 1
Office Locations
64 Lyme Rd. Hanover NH
About Brendel Financial Advisors LLC
Brendel Financial Advisors is a Hanover, NH RIA providing retirement planning, wealth management, and estate strategy. The team works with retirees/pre-retirees, working professionals, and small business owners, building portfolios around goals, time horizon, and risk tolerance with ongoing oversight. Their SMA allocation is primarily ETF-based and the firm custodies at Charles Schwab.
Team overview
63 AVG AGE
$130.1M AVG AUM / ADVISOR
$800.5K AVG AUM / CLIENT
5.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Catalyst Timber element Ember Harbor momentum Ridge Optima glacier
Client Personas
Pioneer pioneer
Custodian
Vector Focus oak Atlas Focus eagle Frontier Insight
Investment Themes
Pathway Momentum ridge Harbor
Investment Vehicles
Alpha Glacier
Services
Horizon element Atlas Focus Matrix harbor Legacy unison Timber Insight eagle Quantum quantum Focus
Technology
Timber vital Beacon
Owner & Executives
J
JOHN JOSEPH BRENDEL JR
Chief Compliance Officer, Managing Member
- CRD
- #1804805
- Ownership
- 75% or more
(240) 863-7821
delta.harbor@beaconcapital.com
in linkedin.com/in/wave-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Joseph Brendel III
--
- CRD
- #7485078
(665) 921-3911
foundation.value@fusioncapital.com
in linkedin.com/in/insight-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,506,526 | $335,936 |
| Non-Discretionary | $22,651,206 | $4,530,241 |
| Total | $260,157,732 | $365,390 |
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Separately Managed Accounts
Total SMA Asset: $260,157,732
Equity - Exchange:
41.3% Public Funds:
10.0% U.S. Government/Agency:
16.3% Cash:
10.4% Municipal Bonds:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,515,746,450 | 41.3% |
| Public Funds | $609,139,576 | 10.0% |
| U.S. Government/Agency | $992,897,509 | 16.3% |
| Cash | $633,505,159 | 10.4% |
| Municipal Bonds | $1,340,107,069 | 22.0% |
| Total | $6,091,395,763 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA ALPHA CREST | FUSION FRONTIER | 6ZA7IW1L0 | MHVYK | 1.40% | $25,052,590 |
| LEGACY VERTEX | PRIME CATALYST | IZ55ZB6HZ | BFG | 11.14% | $23,759,063 |
| EMBER CATALYST VITAL | VERTEX SUMMIT | X2QNC0KT4 | LIXNJ | 0.64% | $110,233,249 |
| WAVE VITAL ATLAS | TIMBER EMBER | JIG8FVQVQ | RLR | 6.62% | $101,398,189 |
| VERTEX TIMBER | VALUE ZENITH | GGON3JG8D | PRG | 7.57% | $89,944,994 |
| PRIME DELTA | PIONEER SIGNAL | DOJZJVMDL | KPC | 4.96% | $113,170,097 |
| FUSION OAK | ZENITH FOCUS | UQV8RM93A | LWHVJ | 1.38% | $31,827,488 |
| BEACON RADIAL | DELTA SIGNAL | G67445QY8 | JGPO | 9.26% | $45,665,273 |