SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Mengis Capital Management, Inc.
Portland, OR
CRD 117127
Firm filing updated July 14, 2026 ·
- $903.5MAssets
- 6Advisory staff
- 766Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals133
- High net worth individuals130
- Corporations or other businesses20
- Charities14
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 133 | $42.1 million |
| High net worth individuals | 130 | $535.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $2.9 million |
| Charitable organizations | 14 | $72.4 million |
| Corporations or other businesses not listed above | 20 | $250.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$903.5 million
- Accounts766
- Discretionary$858.1 million · 725 accounts
- Non-discretionary$45.4 million · 41 accounts
People
- Employees7
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 117127, SEC file 801-60688.
- Registered with the SEC as an investment advisor (status date on record: November 9, 2001).
Is Mengis Capital Management, Inc. a fiduciary?
Short answer: Mengis Capital Management, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.