Joseph Mengis has been President/Director of Mengis Capital Management since September 2001, is a control person of the firm and directly owns 75% or more of it. Joseph Mengis studied at Oregon State University.
Mengis Capital Management, Inc. is a Portland, OR firm with $903M under management, 300 clients and 6 advisers in one office, as of its July 2026 filing.
Jeff Mengis is President and CEO of Mengis Capital Management. He began his career in 1987 at Black & Co., a Portland-based investment banking and security research firm, and joined Charter Investment Group in 1991, later acquired by Sutro & Company, where as a portfolio manager he developed a growth at a reasonable price (GARP) investment approach. He founded Mengis Capital Management as an RIA firm in 2001 and has over 37 years of investment experience.
- – present · 24 yearsPortland, OR · Adviser representative · Firm CRD 117127
Investment adviser representative registrations
Joseph Mengis is registered as an investment adviser representative in Oregon, since November 2001.
- OregonSince 29 November 2001
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 1987 |
| Series 7 | General Securities Representative Examination | 21 February 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Jeffrey Mengis
- CRD
- 1634264
- Firm
- Mengis Capital Management · CRD 117127
- Role
- President/Director
- Office
- ONE SW COLUMBIA, SUITE 780, Portland, OR 97258
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mengiscapital.com
Where does Joseph Mengis work?
Joseph Mengis has been President/Director of Mengis Capital Management, Inc. since September 2001, and is a control person of the firm.
Is Joseph Mengis a financial advisor?
Yes. Joseph Mengis has a current investment-adviser registration in Oregon, through Mengis Capital Management since November 2001.
How many years of experience does Joseph Mengis have?
Joseph Mengis has 24 years in the financial industry, since November 2001, across 1 adviser firm.
What exams has Joseph Mengis passed?
Joseph Mengis has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 1987.
Where is Joseph Mengis based?
Joseph Mengis’ registered office is in Portland, OR.
Is Joseph Mengis registered with FINRA?
No. Joseph Mengis has no current broker registration.
How can I verify Joseph Mengis’ record?
Search CRD 1634264 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Mengis’ full registration record.
