Overview
Assets Under Management: $899 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 128
Average Client Assets: $5 million
Frequently Asked Questions
MENGIS CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117127), MENGIS CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MENGIS CAPITAL MANAGEMENT, INC. is headquartered in PORTLAND, OR.
MENGIS CAPITAL MANAGEMENT, INC. serves 128 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, MENGIS CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MENGIS CAPITAL MANAGEMENT, INC. manages $899 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, MENGIS CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.16
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 688
Discretionary Accounts: 648
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 117127
Last Filing Date: 2025-02-28 00:00:00
Website: https://mengiscapital.com