RIA Intel›Advisers›Oregon›MULLIGAN CAPITAL, INC

MULLIGAN CAPITAL, INC

Advisory

TIGARD, OR

Data as of Nov 18, 2025 · Source: SEC Form ADV

Average account

$294K

across 136 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 18, 2025.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$39M

Non-Discretionary AUM$1M

Discretionary %97.4%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndAugust

Operates InAZ, OR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

The full client-type breakdown and the share of AUM each category represents.

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