Mengis Capital Management, Inc.

RIASEC RegisteredEst. 2001

Total AUM

$903M

Discretionary

$858M

95% of AUM

Avg account

$1.2M

Accounts

766

Employees

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 117127
Registered since: November 9, 2001
Website: mengiscapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI59.24%
Corporations / Businesses27.77%
Charitable Organizations8.01%
Individuals4.66%
Pension & Profit Sharing Plans0.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mengis Capital Management, Inc. is an independent registered investment adviser that provides financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm is SEC-registered (registered in 2001) and is owned by an individual. Its advisory engagement model combines percentage-of-AUM billing with hourly charges. Services emphasize managed equity exposure and tailored planning rather than acting as a wholesale allocator to external strategies. Mengis serves both individual and family clients as well as institutional accounts. Its registered activity includes financial planning and discretionary portfolio management for personal and business/institutional clients. The firm does not list itself as an ESG-focused manager and is not presented as a multi-state or pension consultant specialist.