Mendenhall Capital Management

RIASEC 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 structured as a limited liability company and is individually owned. The firm provides fee-based advisory services centered on financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model includes both a percentage-of-assets arrangement and fixed fees. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a pension consultant or capital allocator in the available data. The year it registered with the SEC is not specified in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth