Mendham Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, offering written financial plans, modular consulting, cost-basis accounting, and paperwork support related to divorce and estate administration. The firm discloses that it does not provide discretionary portfolio management and reports no assets under management.
The firm typically delivers advice through hourly and flat-fee engagements and a modest annual retainer—hourly planning rates are disclosed at $100–$300, flat-fee packages (e.g., cost-basis accounting and transfer/division work) are described at $500, and an annual retainer is $495—rather than charging percentage‑of‑AUM fees. Mendham’s planning process generally results in generic, asset‑class diversified portfolio recommendations when investments are part of the plan; it also conducts no‑charge educational seminars and coordinates with clients’ other professional advisers for implementation.
Compared with many peers, Mendham’s fee model and service mix are notable: the firm emphasizes hourly and fixed fees and regular educational seminars—features that are statistically uncommon among investment-manager firms—and explicitly disclaims AUM-based fees. The brochure also highlights that many advisory personnel are dual‑registered as broker‑dealer representatives and licensed insurance agents and that the firm routinely recommends affiliated broker‑dealer and custodian platforms for execution and custody, a practice the firm identifies as a source of potential conflicts and execution limitations.
Client services
Expertise
Fee options
Flat fees of $500 for certain services (e.g., paperwork processing up to 10 hours, cost basis accounting up to 5 hours)
Advisers are also registered representatives earning commissions on securities and insurance products sold through Raymond James Financial Services, Inc.
Typically $100 to $300 per hour for financial planning services, $150 per hour for additional time beyond flat fee service hours
Annual retainer fee of $495 per year, payable in advance, for ongoing financial planning and maintenance services
Account minimum: $1,000 Minimum fee: Minimum $1,000 prepayment for financial planning services Fee-only: Hourly financial planning fees range from $100 to $300, negotiable; flat fees for specific services such as $500 for paperwork processing/estate administration (up to 10 hours), $500 for cost basis accounting (up to 5 hours)
Main office
See office180 Mount Airy Road, Suite 208
Basking Ridge NJ 07920
Advisors at this office
4
Offices (2)
Most active in
New Jersey
Also doing business as
Mendham Capital Management, Inc. · Mendham Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Daniel L
CFP®, Series 66
Basking Ridge, NJ
Mendham Capital Management, Inc.
Daniel Long is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mendham Capital Management, Inc. He has worked with Raymond James Financial Services since 2016. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and specialized support such as cost-basis accounting and paperwork related to divorce and estate administration. The firm employs an hourly and fixed-fee model rather than discretionary portfolio management, offering educational seminars and coordinating with clients' other professional advisers.
Kerry M
Series 66
Basking Ridge, NJ
Mendham Capital Management, Inc.
Kerry Mellott is a financial advisor with Mendham Capital Management, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Mendham Capital Management since 2014, with prior experience at International Advisory Consultants Inc. and Raymond James Financial. Mendham Capital Management provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and cost-basis accounting. The firm delivers advice primarily through hourly and flat-fee engagements and offers no-charge educational seminars.
Orlando D
Series 66
Basking Ridge, NJ
Mendham Capital Management, Inc.
Orlando Diaz is a financial advisor at Mendham Capital Management, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and the University of Rhode Island. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-discretionary advice and coordination with clients’ other professional advisors, offering services through hourly, flat-fee, and annual retainer arrangements without managing client assets directly.
William B
CFP®, ChFC®, Series 63
Mendham, NJ
Mendham Capital Management, Inc.
William Burke Jr. is a CFP® and ChFC® with 40 years of experience, currently serving as a financial advisor at Raymond James Financial. He has held positions at Communication Devices Inc. and First Hope Bank, where he remains on the advisory board. Burke also serves as a board member for a private high school he attended. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions supported by extensive research and an affiliate network.
Robert B
Series 63, Series 65
Basking Ridge, NJ
Mendham Capital Management, Inc.
Robert Burke is a financial advisor at Mendham Capital Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and Raymond James Financial Services since 2008. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers non-discretionary advice across equities, fixed income, mutual funds, and ETFs, with a fee structure based on hourly, flat fees, and annual retainers rather than asset-based billing.
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