Joseph Mengis
Mengis Capital Management · Portland, Oregon
Joseph Mengis is a fee-only financial advisor at Mengis Capital Management in Portland, Oregon. Joseph charges a percentage of assets and hourly fees.
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Facts
| Firm | Mengis Capital Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets · Hourly |
| Assets under management | $903.5M across 766 accounts |
| SEC registration | Investment adviser representative in OR · CRD 1634264 |
| Exams passed | Series 63 (1987) · Series 65 (2001) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.mengiscapital.com |
How Joseph's firm compares
- Mengis Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 766 accounts).
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Questions about Joseph
Is Joseph Mengis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Mengis Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets and hourly fees.
Where is Joseph Mengis based?
Joseph Mengis is based in Portland, Oregon.
Is Joseph Mengis registered with the SEC?
Yes. Joseph Mengis is registered as an investment adviser representative in OR (CRD 1634264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mengis Capital Management manage?
Mengis Capital Management reports $903.5M across 766 accounts in assets under management.
How do I contact Joseph Mengis?
Through Joseph's website, www.mengiscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mengis Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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