MUHLENKAMP & CO INC
SEC RegisteredIndependent Since 1978
About the firm
Muhlenkamp & Company, Inc. is a family-owned, independent investment management firm founded by Ron Muhlenkamp in Pittsburgh. Today, Ron's sons Jeff (Portfolio Manager) and Tony (President) lead the firm. They sell no products, have no affiliations, and answer to their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm invests client money with the goal of maximizing total after-tax return through capital appreciation and income from dividends and interest, while managing risks including taxes, inflation, and spending. They provide investment management through a focused portfolio of undervalued assets, primarily U.S. equities, using a bottom-up approach based on Return on Shareholder Equity (ROE), and also manage the Muhlenkamp Fund (MUHLX), a mutual fund.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 31 | $18M |
| High Net Worth Individuals | 29 | $154M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $346k |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Balance over $1,000,000 | 0.50% |
Data as of December 19, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MUHLENKAMP & CO 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.