Mendota Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 3, 2026, reports $254M in regulatory assets under management, 5 employees, and 881 accounts.
Assets Under Management
$254M
Employees
5
Offices
--
Total Clients
166
Primary office
MADISON, WI
634 WEST MAIN STREET, SUITE 302, MADISON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.6% of total clients.
Top client categories% of clientsClients
1
Individuals
53.6%
89
2
HNWI
46.4%
77
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 3, 2026
Discretionary98.1%
$249M
98% of total RAUM98.1%
Non-discretionary1.9%
$5M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$254M
Total Accounts881
10Y AUM Change+$95M (+60.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.