CRD: 117127
Mengis Capital Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2001
- Office Locations
- 1
Office Locations
About Mengis Capital Management, Inc.
Mengis Capital Management is a Portland-based, SEC-registered, fee-only RIA founded in 2001. The boutique serves high-net-worth individuals, foundations, and pensions with tax-efficient individual equity and fixed income portfolio management supported by strategic asset allocation. Portfolios are tailored to client needs and integrated with comprehensive wealth planning under a fiduciary, independent approach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH JEFFREY MENGIS
DIRECTOR, Investment Advisor, President
- CRD
- #1634264
- Ownership
- 75% or more
MICHAEL DAVID PATTERSON
Investment Advisor
- CRD
- #5433545
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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LINDSAY DIANE FROMHART
--
- CRD
- #5740720
MICHAEL JEFFERY SOREM
Portfolio Manager
- CRD
- #6275682
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $858,077,882 | $1,183,556 |
| Non-Discretionary | $45,399,423 | $1,107,303 |
| Total | $903,477,305 | $1,179,474 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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