MENGIS CAPITAL MANAGEMENT, INC.

CRD 117127File 801-60688

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$903.5M

Above cohort median (national)

Discretionary AUM

$858.1M

Non-discretionary $45.4M

Clients

300

766 accounts

Employees

Top 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Nov 9, 2001
Principal office: ONE SW COLUMBIA, SUITE 780, PORTLAND, OR, 97204
Phone: 503-916-0776
Website: HTTP://WWW.MENGISCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $903.5M
Discretionary AUM: $858.1M
Non-discretionary AUM: $45.4M
Discretionary accounts: 725
Non-discretionary accounts: 41
Total accounts: 766
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	20	$250.9M
Charitable organizations	14	$72.4M
High net worth individuals	130	$535.2M
Pension and profit sharing plans	Fewer than 5	$2.9M
Individuals (other than high net worth individuals)	133	$42.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.