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MUHLENKAMP & CO INC
CRD 110787File 801-16476
APPROVED
Retail clients
Filing as of Dec 19, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$435.8M
Below cohort median (national)
Discretionary AUM
$435.8M
Clients
67
69 accounts
Employees
6
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 8, 1981
- Principal office
- 5000 STONEWOOD DRIVE, SUITE 300, WEXFORD, PA, 15090-8395
- Phone
- 724-935-5520
- Website
- HTTPS://WWW.MUHLENKAMP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $435.8M
- Discretionary AUM
- $435.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 69
- Non-discretionary accounts
- 0
- Total accounts
- 69
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.8M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 1 | $253.6M |
| Charitable organizations | Fewer than 5 | $6.2M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 29 | $154.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $346K |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 31 | $17.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 69 | 67 | decreased by2 |
| Jan 1, 2026 | Clients | 66 | 69 | increased by3 |
| Jan 1, 2026 | AUM | $415,187,589 | $435,829,498 | increased by$20,641,909 |
| Jan 1, 2026 | Accounts | 105 | 69 | decreased by36 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 63 | 66 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $412,018,329 | $415,187,589 | increased by$3,169,260 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 103 | 105 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46 | 63 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $291,369,505 | $412,018,329 | increased by$120,648,824 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 67 | 103 | increased by36 |
| Feb 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Feb 1, 2022 | Clients | 45 | 46 | increased by1 |
| Feb 1, 2022 | AUM | $231,106,045 | $291,369,505 | increased by$60,263,460 |
| Feb 1, 2022 | Accounts | 64 | 67 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MUHLENKAMP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MUHLENKAMP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.