Mendota Financial Group, LLC

Overview

Mendota Financial Group, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2007. The firm serves primarily individual and family clients and bills on a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selecting third‑party managers. Mendota also functions as a capital allocator and has roles as an investment sponsor/GP and managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. It does not advertise pension consulting as a core activity.

Assets & Accounts

Public Holdings

Investments & Alternatives