PORTLAND, ORCRD 117127Latest ADV February 26, 2026
Mengis Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 26, 2026, reports $903M in regulatory assets under management, 7 employees, and 766 accounts.
Assets Under Management
$903M
Employees
7
Offices
--
Total Clients
300
Primary office
PORTLAND, OR
ONE SW COLUMBIA, SUITE 780, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 44.3% of total clients.
Top client categories% of clientsClients
1
Individuals
44.3%
133
2
HNWI
43.3%
130
3
Corporations
6.7%
20
4
Charitable
4.7%
14
5
Pension Plans
1.0%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$903Mas of February 26, 2026
Discretionary95.0%
$858M
95% of total RAUM95.0%
Non-discretionary5.0%
$45M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$903M
Total Accounts766
10Y AUM Change+$693M (+328.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee43:1
10Y Employee Change+2 (+40.0%)
* 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.