Becker Capital Management, Inc.
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds19%
- State & Local Bonds10%
- US Government Bonds7%
- Investment Grade Corp Bonds6%
Owners & executives
3 of 7
Meaghan Bradley-Bussell
Marketing CoordinatorCRD 7056557
Blake Howells
Chief Investment OfficerCRD 2786999
Patrick Becker
President, CEOCRD 2131702
Contacts
3 of 19
Jacob Williams
Director of Wealth ManagementCRD 6852076
Andrew Murray
DirectorCRD 6170508
Tyler Jaglowski
Fixed Income TraderCRD 6401632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$770M in ETFs
99%
$764M
<1%
$6.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $143M | 1,659,535 | 18.56% |
Location
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 1211 Sw 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
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