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Cole Mendenhall

Mendenhall Capital Management
2 Years of Experience
Tulsa, OK
1 Disclosure
View SEC Summary
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Cole Mendenhall is a registered investment advisor at Mendenhall Capital Management, based in Tulsa, OK, with 2 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Mendenhall Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.21%
$250K - $500K1.10%
$500K - $1.0M0.94%
$1.0M - $2.0M0.77%
$2.0M - $5.0M0.61%
$5M+0.50%

Fees are negotiable at Mendenhall Capital Management's discretion based on factors such as account size, overall relationship, complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1604 South Peoria Avenue, Tulsa, OK, 74120

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History

Regulatory History (1)
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Financial
July 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mendenhall Capital Management
July 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 2024 - September 2024 · 0 mos
Morgan Stanley
January 2023 - March 2023 · 2 mos
Morgan Stanley
June 2021 - January 2023 · 1 yr 7 mos
Morgan StanleyBroker
April 2021 - March 2023 · 1 yr 11 mos
State Registrations1 state
OK
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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