AdvisorCensus / Financial advisors / Oregon / Portland / Mengis Capital Management, Inc.
Mengis Capital Management, Inc. is an SEC-registered investment advisory firm in Portland, OR, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.
Quick answers
From the filingHow is Mengis Capital Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Mengis Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Mengis Capital Management, Inc. charge?
Its Form ADV Part 2A brochure dated February 26, 2026 states: Hourly rate: $200 to $300 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Mengis Capital Management, Inc. located?
Mengis Capital Management, Inc.'s principal office is in Portland, OR, according to its Form ADV.
Is Mengis Capital Management, Inc. registered with the SEC or a state?
Mengis Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 117127.
How much does Mengis Capital Management, Inc. manage?
Mengis Capital Management, Inc. reports $903,477,305 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (95% discretionary).
How have Mengis Capital Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Mengis Capital Management, Inc.: Regulatory assets under management: $561,083,793 in the October 2021 data and $903,477,305 in the October 2026 data, up 61%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Mengis Capital Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (130); corporations or other businesses not listed above (20).
Which custodians does Mengis Capital Management, Inc. use?
Mengis Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Mengis Capital Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117127
Does Mengis Capital Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 26, 2026 says: "Before entering into an advisory relationship with a client, we generally require that accounts under our management have a minimum aggregate value of $500,000." "In addition, we may waive these requirements under certain circumstances."
What changed in Mengis Capital Management, Inc.'s recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in NH. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Before entering into an advisory relationship with a client, we generally require that accounts under our management have a minimum aggregate value of $500,000.
In addition, we may waive these requirements under certain circumstances.
Hourly rate: $200 to $300 an hour (Financial planning)
The brochure's wording
If financial planning is provided separately, the fee is generally based on the estimated amount of time required multiplied by a negotiated hourly rate of generally between $200 and $300
As stated in the firm's Form ADV Part 2A brochure dated February 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$903,477,305 as of October 2026, filing dated July 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2001 (24 years)
- Employees
- Total: 7. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $903,477,305 | 7 | July 14, 2026 |
| October 2025 | $899,074,796 | 7 | February 28, 2025 |
| October 2024 | $819,381,174 | 7 | February 13, 2024 |
| October 2023 | $691,985,168 | 6 | March 13, 2023 |
| October 2022 | $703,257,589 | 6 | March 2, 2022 |
| October 2021 | $561,083,793 | 6 | March 2, 2021 |
Regulatory assets under management: $561,083,793 in the October 2021 data and $903,477,305 in the October 2026 data, up 61%.
Total employees: 6 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in NH.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mengis Capital Management, Inc. (CRD 117127): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mengis-capital-management-inc-portland-or-117127