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Lindsay Diane Fromhart

Investment adviser representative at Mengis Capital Management, Inc.
17 yearsExperience
1 stateRegistered in
$903.5MFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Mengis Capital Management, Inc.Sep 2009 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (OR).

Mengis Capital Management, Inc.

$903.5MAssets managed
300Clients
6Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5740720
Firm CRD
117127
Advisor's SEC record (opens in a new tab)
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