Becker Capital Management, Inc.

RIASEC RegisteredEst. 1977

Total AUM

$5.7B

Discretionary

$5.7B

100% of AUM

Avg account

$2.7M

Accounts

2,085

Employees

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 110489
Registered since: April 19, 1977
Website: www.beckercap.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.42%
Charitable Organizations26.12%
Corporations / Businesses3.47%
Individuals3.28%
Pension & Profit Sharing Plans2.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Becker Capital Management, Inc. is a small, privately owned investment advisory firm that has been SEC-registered since 1977. The firm functions as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management across individuals, small businesses, pooled investment vehicles and investment companies. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagement options. Becker Capital also engages in selection of other advisers and acts in sponsor/GP/managing-member roles for pooled investment vehicles. The firm does not report active ESG integration in its investment process. It is classified as a corporation and identifies as a capital allocator with a preference for equity-oriented strategies.