Important Disclosures
The information contained on this website is provided for informational and educational purposes only and should not be construed as individualized investment, legal, tax, or accounting advice.
Nothing on this website constitutes a recommendation that any particular investment, strategy, or security is suitable for any specific person. Viewing this website does not create an advisory relationship with Mendenhall Capital Management, LLC (“MCM”).
Registration Disclosure
Mendenhall Capital Management, LLC is a Registered Investment Adviser in the State of Oklahoma. Registration does not imply a certain level of skill or training.
No Offer or Solicitation
Nothing on this website constitutes an offer to sell securities or a solicitation of an offer to buy securities or investment advisory services. Advisory services are offered only to clients or prospective clients where MCM and its representatives are properly registered, notice-filed, or exempt from registration requirements under applicable law.
Risk Disclosure
Investing involves risk, including the potential loss of principal. All investments carry risk, including market risk, interest rate risk, inflation risk, and liquidity risk.
MCM’s investment strategies, including long-term, fundamentally driven approaches, may not be successful under all market conditions.
Past performance is not indicative of future results, and there is no guarantee that any investment objective will be achieved.
No Tax or Legal Advice
MCM does not provide legal or tax advice. Clients should consult qualified legal, tax, or accounting professionals regarding their individual circumstances.
Custody and Account Statements
Client assets are held with qualified custodians. Clients should carefully review account statements and confirmations received directly from their custodian and compare them to any reports provided by MCM.
Marketing and Advertising Disclosure
MCM does not currently use testimonials, endorsements, or performance-based advertising on this website.
If such materials are used in the future, they will be presented in accordance with applicable regulatory requirements, including appropriate disclosures regarding compensation, conflicts of interest, and material limitations.
Form ADV
The information contained in this website should be read in conjunction with MCM’s Form ADV Part 2A, which provides important details about the firm’s services, fees, and conflicts of interest. Additional information about Mendenhall Capital Management, LLC is available through the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov.
Form ADV Part 2A – Firm Brochure
Our Form ADV Part 2A provides detailed information about our advisory services, fee structure, investment approach, and potential conflicts of interest.
Download Form ADV Part 2A (PDF)
Privacy Policy Notice
We are committed to protecting the confidentiality and security of your personal information. Our Privacy Policy outlines how we collect, use, and safeguard client data.
Client Agreement (Available Upon Request)
A copy of our Investment Advisory Agreement, which outlines the terms and conditions of our client relationships, is available upon request.
Business Continuity
MCM maintains a Business Continuity Plan designed to respond to significant disruptions and protect client interests. A summary of this plan is available upon request.
Website Information Limitations
Information presented on this website is believed to be reliable; however, MCM does not warrant its accuracy, completeness, or timeliness. Market conditions and information may change without notice.
Any third-party information, including links to external websites, is provided for convenience only, and MCM is not responsible for the content or accuracy of such information.