Mendenhall Capital Management
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 342655
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mendenhall Capital Management is an owner-operated limited liability company registered in Oklahoma that provides financial planning and discretionary portfolio management focused on individuals and small-business owners. The firm bills clients through a mix of percentage-of-assets and fixed-fee arrangements and identifies as an individual-owner practice rather than a multi-state or large institutional allocator. The firm's scope appears concentrated and pragmatic: it is not positioned as a pension consultant or a capital allocator to external managers, and it does not flag ESG investing as an active focus. Its regulatory footprint in the source data is state-level (Oklahoma) rather than multi-state.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Cole Mendenhall
Founder and Investment Advisor RepresentativeCRD 7336376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 1604 S Peoria Ave
- Time zone
- CT (UTC-6)
- Office locations
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