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
42
Advisory reps
25

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 an independent registered investment adviser that has been active since the late 1970s. The firm operates as a capital allocator for both private clients and institutional accounts, offering financial planning and portfolio management across individual, pooled and institutional mandates. Its fee structures include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. Becker Capital also serves as a sponsor, general partner and managing member of pooled investment vehicles and performs manager selection for third-party strategies. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 19%, State & Local Bonds 10%, US Government Bonds 7%, Investment Grade Corp Bonds 6%, Private Funds 3%, Cash & Cash Equivalents 3%51%
  • 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

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Contacts

3 of 18

  • Jacob Williams

    Director of Wealth ManagementCRD 6852076

  • ANDREW MURRAY

    DirectorCRD 6170508

  • TYLER JAGLOWSKI

    Fixed Income TraderCRD 6401632

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 99

Active vs passive

$684M in ETFs

Passive

99%

$677M

Active

<1%

$6.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$117M267,98717.12%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth