CRD: 311919
Mendel Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon crest
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
About Mendel Capital Management, LLC
Mendel Capital Management is a fee-only, SEC-registered fiduciary advisor focused on disciplined asset allocation for long-term growth with minimal volatility. The team serves multigenerational families, individuals, endowments and foundations, and corporate retirement plans, including customized plan design for business owners. Principals invest alongside clients, and portfolios lean heavily on ETFs.
Team overview
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Owner & Executives
GEOFFREY H NIEBAUM
Chief Executive Officer, Investment Advisor, Managing Member
- CRD
- #4877678
- Ownership
- 50% but less than 75%
MAUREEN PATRICIA RUGGIERO
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4214631
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $264,324,679 | $659,164 |
| Non-Discretionary | $8,004,318 | $727,665 |
| Total | $272,328,997 | $660,993 |
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Separately Managed Accounts
Total SMA Asset: $272,328,997
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $469,405,298 | 11.1% |
| Equity - Exchange | $1,112,194,536 | 26.3% |
| Cash | $279,105,853 | 6.6% |
| Corporate - Investment Grade | $1,027,617,004 | 24.3% |
| Municipal Bonds | $1,340,553,870 | 31.7% |
| Total | $4,228,876,561 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS ZENITH PRIME | RIDGE FOCUS | 6W8INTXI1 | TNP | 7.05% | $71,237,330 |
| GLACIER GLACIER | ELEMENT MATRIX | WK18DUHPV | YJNRU | 9.77% | $98,277,111 |
| VECTOR SIGNAL | MATRIX VITAL | UKQ3TKF2Q | VTCQ | 7.19% | $13,526,356 |
| RIDGE CREST GLACIER | LEGACY MERIDIAN | EA2ORY74V | RROVH | 1.71% | $18,395,772 |
| LEGACY RADIAL | BRIDGE TIMBER | 3UEDTWXBZ | CSA | 10.67% | $108,491,430 |
| UNISON OAK | PEAK VITAL | V9056TXBX | QEX | 3.25% | $21,720,570 |
| SUMMIT VERTEX | HORIZON BRIDGE | 3YAWM06JB | PMZH | 6.12% | $76,881,842 |
| VECTOR ELEMENT | VITAL PIONEER | GPBLXIKMZ | CLZP | 7.46% | $50,537,598 |