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Mendel Sowell Capital Management Inc (Little Rock)


Mendel Sowell Capital Management Inc is a large advisory firm based in Little Rock. It manages $30.74 million of regulatory assets for 222 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arkansas.

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Mendel Sowell Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mendel Sowell Capital Management: assets under management

The assets under management (AUM) of Mendel Sowell Capital Management Inc is $30.74 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.87 million in discretionary accounts and $2.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $410.86 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mendel Sowell Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Little Rock

The principal office where Mendel Sowell Capital Management Inc performs its advisory services is located at 18 Corporate Hill Drive, Suite 202, Little Rock, AR 72205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 501-225-1405 or by fax 501-225-1650. The normal business hours are 9am to 4:30pm on Monday - Friday. You can find more information about the New York firm at mendelsowell.com.


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