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MUHLENKAMP & CO INC
CRD 110787File 801-16476
APPROVED
Retail clients
Filing as of Dec 19, 2025
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 69 | 67 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.