Mendenhall Capital Management

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
342655
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mendenhall Capital Management is an owner-operated limited liability company registered in Oklahoma that provides financial planning and discretionary portfolio management focused on individuals and small-business owners. The firm bills clients through a mix of percentage-of-assets and fixed-fee arrangements and identifies as an individual-owner practice rather than a multi-state or large institutional allocator. The firm's scope appears concentrated and pragmatic: it is not positioned as a pension consultant or a capital allocator to external managers, and it does not flag ESG investing as an active focus. Its regulatory footprint in the source data is state-level (Oklahoma) rather than multi-state.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Cole Mendenhall

    Cole Mendenhall

    Founder and Investment Advisor RepresentativeCRD 7336376

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tulsa, OK

Tulsa

Location

Tulsa, OK

Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
Tulsa
Address
1604 S Peoria Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth