Mengis Capital Management, Inc
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Overview
Mengis Capital Management, Inc operates as a financial advisory firm headquartered in Portland, Oregon. It handles $692.0 million in total assets throughout 641 client accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). Mengis Capital Management, Inc has a small team, including 5 financial advisors. Mengis Capital Management, Inc does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as equities, options and bonds.
Mengis Capital Management, Inc administers the majority of the company's client assets on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without needing the client's permission. Mengis Capital Management, Inc also oversees 61 non-discretionary accounts totaling $25.7 million in assets. The investment advisory firm oversees roughly $1.1 million for every customer account. An average advisor at Mengis Capital Management, Inc oversees around 128 client accounts.
The company's central office is located at One Sw Columbia, Portland, Oregon 97204. The firm is permitted to provide services to investors across 3 states, including California, Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mengis Capital Management, Inc by the Numbers
$692.0 million
6
641
$1.1 million
Fee Structure
A financial advisor's fees depend on which services the firm provides the client. However, fee types billed by Mengis Capital Management, Inc may include the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different customers. It provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 641 clients, Mengis Capital Management, Inc's biggest client type is high net worth investors, but it also caters to 140 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 52.63%
- Other Individuals - 34.59%
- Corporations - 7.89%
- Charitable Organizations - 4.89%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mengis Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mengis Capital Management, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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