Mengis Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$577,314,998
Clients
263
Advisors
6
of 7 employees
About
Mengis Capital Management is an SEC-registered, independent investment adviser that provides discretionary and non-discretionary portfolio management and financial planning to individuals (including high-net-worth clients), retirement plans, corporations, trusts and endowments. The firm manages roughly $903 million across about 263 client households and generally requires an aggregated minimum account size of $500,000, with waivers available in certain circumstances.
The firm emphasizes highly customized equity and income portfolios, constructing equity holdings “one company at a time” and applying both fundamental and technical analysis to security selection. Income strategies are tailored to client needs and may include government, municipal or corporate bonds, preferreds, TIPS, REITs, high-yield and alternative income exposures, with mutual funds and ETFs used selectively to access additional asset classes and diversification.
Compared with many peer teams, Mengis operates with a relatively high AUM per client and a clear focus on individualized stock selection rather than primarily model-based or pooled strategies, and it does not participate in wrap-fee or performance-fee arrangements. On the operational side the firm maintains standing letters of authorization for transfers (custody under SLOAs), participates in institutional custody programs that supply research and technology support, and follows documented proxy voting and custody oversight procedures (including plans for surprise exam compliance).
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $30,000,000: 0.50% $30,000,001+: 0.30%
Financial planning and consulting charged hourly, generally $200 to $300 per hour, negotiable
Account minimum: $500,000 Fee-only: Financial planning charged hourly, generally $200-$300/hour, negotiable
Main office
One SW Columbia, Suite 780
Portland OR 97204
Advisors at this office
6
Most active in
Arizona · California · New Hampshire · Oregon · Washington
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.
Advisors at this firm
Lindsay F
Series 65
Portland, OR
Mengis Capital Management, Inc.
Lindsay Fromhart is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 16 years of industry experience. She has been with Mengis Capital Management since 2009. Mengis Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on highly customized equity and income portfolios, combining fundamental and technical analysis, and delivers tailored solutions supported by written Investment Policy Statements reviewed annually.
Cynthia A
Series 63, Series 65
Portland, OR
Mengis Capital Management, Inc.
Cynthia Aschbacher is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mengis Capital Management since 2007. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and offers tailored strategies supported by written Investment Policy Statements reviewed annually.
Michael P
CFA®, Series 65
Portland, OR
Mengis Capital Management, Inc.
Michael Patterson is a CFA® charterholder with 18 years of industry experience. He has been with Mengis Capital Management, Inc. since 2007. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and uses mutual funds and ETFs selectively to complement direct holdings.
Michael S
Series 65
Portland, OR
Mengis Capital Management, Inc.
Michael Sorem is a financial advisor at Mengis Capital Management, Inc. in Portland, Oregon, holding a Series 65 designation with 11 years of industry experience. He has been with Mengis Capital Management since 2016. Mengis Capital Management is an independent SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and endowments. The firm manages approximately $903 million, focusing on highly customized equity and income portfolios built through fundamental and technical analysis, emphasizing individualized stock selection over model-based strategies.
Martin B
Series 65
Portland, OR
Mengis Capital Management, Inc.
Martin Bats is a financial advisor at Mengis Capital Management, Inc. with a Series 65 credential and two years of industry experience. Before joining Mengis Capital Management in 2023, he held roles at Gorin Sports Inc., IMG Academy, Gonzaga University, Eastern Washington University, and Notre-Dame Des Anges. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm emphasizes customized equity and income portfolios, combining fundamental and technical analysis, and offers written Investment Policy Statements reviewed annually.
Joseph M
Series 63, Series 65
Portland, OR
Mengis Capital Management, Inc.
Joseph Mengis is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mengis Capital Management since 2001. Mengis serves on several nonprofit boards, including The Park Academy for dyslexic children and the Portland Police Historical Society. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and offers services including retirement account advice and ERISA rollover decisions.
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