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 structured as a limited liability company and is individually owned. The firm provides fee-based advisory services centered on financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model includes both a percentage-of-assets arrangement and fixed fees. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a pension consultant or capital allocator in the available data. The year it registered with the SEC is not specified in the source material.
Assets & Accounts
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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