Martin Bats has been Associate Advisor of Mengis Capital Management since November 2023, is not listed as a control person, but directly owns under 5% of the firm.
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.
- – present · 2 yearsPortland, OR · Adviser representative · Firm CRD 117127
Investment adviser representative registrations
Martin Bats is registered as an investment adviser representative in 3 states. Each was approved in January 2024.
- CaliforniaSince 29 January 2024
- OregonSince 29 January 2024
- WashingtonSince 29 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Martin Jean Bats
- CRD
- 7831750
- Firm
- Mengis Capital Management · CRD 117127
- Role
- Associate Advisor
- Office
- ONE SW COLUMBIA, SUITE 780, Portland, OR 97204
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Martin Bats work?
Martin Bats has been Associate Advisor of Mengis Capital Management, Inc. since November 2023.
Is Martin Bats a financial advisor?
Yes. Martin Bats has a current investment-adviser registration in California, Oregon and Washington, through Mengis Capital Management since January 2024.
How many years of experience does Martin Bats have?
Martin Bats has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Martin Bats passed?
Martin Bats passed the Series 65 in January 2024.
Where is Martin Bats based?
Martin Bats’ registered office is in Portland, OR.
Is Martin Bats registered with FINRA?
No. Martin Bats has no current broker registration.
How can I verify Martin Bats’ record?
Search CRD 7831750 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Bats’ full registration record.
