Mendenhall Capital Management is a fee-only registered investment advisor founded in 2026 by Cole Mendenhall, based in Tulsa, Oklahoma. As a fiduciary legally required to act in your best interest, Mendenhall Capital Management offers continuous investment management—primarily with the authority to make trades without asking first—along with financial planning and consulting services. The firm builds diversified portfolios using fundamental analysis, focusing on long-term growth, tax awareness, and your specific risk tolerance and time horizon. Mendenhall Capital Management also offers one-time standalone investment plans. The firm generally recommends Interactive Brokers as the custodian for client accounts. Mendenhall Capital Management works with individuals, high-net-worth families, small businesses, and nonprofit organizations, and currently has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.21% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.94% |
| $1.0M - $2.0M | 0.77% |
| $2.0M - $5.0M | 0.61% |
| $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.