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MENGIS CAPITAL MANAGEMENT, INC.

PORTLAND, OR · CRD 117127 · IAPD ↗ · mengiscapital.com · 503-916-0776

$903.5MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — MENGIS CAPITAL MANAGEMENT, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — MENGIS CAPITAL MANAGEMENT, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
March 2025 — MENGIS CAPITAL MANAGEMENT, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.