Mengis Capital Management, Inc.
● SEC registered since 2001CRD 117127SEC# 801-60688Portland, OR
Reg. AUM
$903.5M
Employees
7
Accounts
766
Location
Portland, OR
Mengis Capital Management, Inc. assets under management
Mengis Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Portland, OR. The firm has been registered since 2001. It reports $903.5 million in regulatory assets under management and employs 7 people.
Mengis Capital Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Marie Aschbacher | Chief Compliance Officer/Portfolio Mgr. | Under 5% | 2007 |
| Joseph Jeffrey Mengis Control | President/Director | Over 75% | 2001 |
| Michael David Patterson Control | Shareholder/Research & Portfolio Mgr. | 10-25% | 2015 |
Frequently asked questions
How much does Mengis Capital Management, Inc. manage?
Mengis Capital Management, Inc. reports $903.5 million in regulatory assets under management on its Form ADV.
How many employees does Mengis Capital Management, Inc. have?
Mengis Capital Management, Inc. reports 7 employees.
Where is Mengis Capital Management, Inc. located?
Mengis Capital Management, Inc. is based in Portland, OR and has been SEC-registered since 2001.
Does Mengis Capital Management, Inc. disclose fund performance?
Mengis Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One SW Columbia, Suite 780, Portland, OR 97204 |
| Phone | 503-916-0776 |
| Fax | 503-916-0781 |
| Office hours | 7:00a.m.-3:00p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$903.5MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$903.5Mregulatory AUM
Discretionary $858.1MNon-discretionary $45.4M