MENGIS CAPITAL MANAGEMENT, INC.
SEC RegisteredAbout the firm
Mengis Capital Management, Inc. is a federally registered investment advisor with the SEC located in Portland, OR that manages over $900 million in assets. Launched in 2001 under the leadership of Jeff Mengis, the firm develops long-term relationships primarily with high-net worth individuals, foundations and pensions through trust, discipline, and responsiveness. The firm specializes in tax-efficient individual equity and fixed income portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax-efficient individual equity and fixed income portfolio management, strategic asset allocation, customized financial planning, estate planning advisory, tax-efficient philanthropic strategies, risk mitigation and insurance analysis, and debt and liability review.
Who they serve
High-net worth individuals, foundations, and pensions, many of whom have complex financial needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 133 | $42M |
| High Net Worth Individuals | 130 | $535M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $2.9M |
| State/Municipal Entities | 14 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.85% |
| Next $5,000,000 | 0.70% |
| Next $20,000,000 | 0.50% |
| Above $30,000,000 | 0.30% |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MENGIS CAPITAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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