Basking Ridge, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mendham Capital Management, Inc.
Team
Firm-wide stats for Mendham Capital Management, Inc.
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.
Based on Mendham Capital Management, Inc.
Location
180 Mount Airy Road, Suite 208
Basking Ridge NJ 07920
Advisors at this office
4
Advisors at this office
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.
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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