# 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.

- CRD: 117127
- Filed as: MENGIS CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117127
- AdvisorCensus page: https://advisorcensus.com/firm/mengis-capital-management-inc-portland-or-117127

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $903,477,305
- Discretionary: $858,077,882
- Non-discretionary: $45,399,423

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $42,106,770 |
| High net worth individuals | 130 | $535,208,228 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,857,225 |
| Charitable organizations | 14 | $72,386,222 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 20 | $250,918,860 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2001 (24 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NH, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mengiscapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $561,083,793 | 6 | March 2, 2021 |
| October 2022 | $703,257,589 | 6 | March 2, 2022 |
| October 2023 | $691,985,168 | 6 | March 13, 2023 |
| October 2024 | $819,381,174 | 7 | February 13, 2024 |
| October 2025 | $899,074,796 | 7 | February 28, 2025 |
| October 2026 | $903,477,305 | 7 | July 14, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mengis Capital Management, Inc. (CRD 117127): Form ADV filing data as of October 2026.