Wealth Manager
    SEC Registered
    Manages Private Funds

    Mengis Capital Management, Inc.

    Registered investment advisor · Portland, Oregon · CRD #117127

    Assets Under Management
    $903M
    Client Accounts
    766
    Employees
    7
    CRD Number
    117127
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mengis Capital Management, Inc.

    Mengis Capital Management, Inc. is an independent investment advisory firm founded in 2001 by Jeff Mengis in Portland, Oregon, managing over $800 million in assets. The firm offers professional management of clients' assets and individual retirement plans. It is federally registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Mengis Capital Management, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Mengis Capital Management, Inc.'s AUM?

    Mengis Capital Management, Inc. reports approximately $903M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mengis Capital Management, Inc. headquartered?

    Mengis Capital Management, Inc. is headquartered in Portland, Oregon.

    What is Mengis Capital Management, Inc.'s CRD number?

    Mengis Capital Management, Inc.'s CRD number is 117127. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mengis Capital Management, Inc. manage?

    Mengis Capital Management, Inc. manages approximately 766 client accounts according to its latest SEC filing.

    Is Mengis Capital Management, Inc. SEC registered?

    Yes, Mengis Capital Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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