Mendenhall Capital Management

Mendenhall Capital Management provides personalized investment management and financial planning and consulting to individuals, families, small businesses, and nonprofit organizations. Its services include ongoing (primarily discretionary) portfolio management, as well as standalone investment plans and one-time or periodic financial planning engagements.

The firm describes a long-term, fundamental-analysis approach that emphasizes diversification, tax awareness, disciplined portfolio construction, and generally low turnover; it tailors portfolios to clients’ objectives and typically manages accounts on a discretionary basis while accepting non-discretionary arrangements in limited cases. For custody and execution it generally recommends Interactive Brokers and may deduct advisory fees directly from client accounts; financial planning and certain standalone plans are offered for a fixed fee rather than solely on an asset-based basis.

Notable features relative to peers include the explicit use of fixed-fee financial planning and fixed-fee standalone investment plans, a combination that is less common among firms in this regulatory category. The firm reports a fee-only business model, was newly formed in 2026 with no assets under management at filing, does not participate in wrap fee programs, and does not act as a private fund adviser or vote proxies on clients’ behalf unless separately agreed.