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Firm profile

Muhlenkamp & Co. Inc.

WEXFORD, PACRD 110787Latest ADV December 19, 2025

Muhlenkamp & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wexford, PA. Its latest Form ADV filing, dated December 19, 2025, reports $436M in regulatory assets under management, 6 employees, and 69 accounts.

Assets Under Management
$436M
Employees
6
Offices
--
Total Clients
69
Primary office
WEXFORD, PA
5000 STONEWOOD DRIVE, SUITE 300, WEXFORD, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAnthony W. Muhlenkamp

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 44.9% of total clients.
Top client categories% of clientsClients
1
Individuals
44.9%
31
2
HNWI
42.0%
29
3
Charitable
5.8%
4
4
UNASSIGNED
2.9%
2
5
Investment Cos.
1.4%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$436Mas of December 19, 2025
Discretionary100.0%
$436M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$436M
Total Accounts69
10Y AUM Change+$83M (+23.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee12:1
10Y Employee Change-6 (-50.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.