Settlement Capital Advisors
Firm details
- Headquarters
- West Linn, Oregon
- CRD number
- 155250
- Website
- settcap.com
- Custodians
- CHARLES SCHWAB & CO., INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.35%
- Individuals27.58%
- Corporations / Businesses0.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Settlement Capital Advisors is a small, privately owned limited liability company that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage capabilities and charges fees as a percentage of assets under management. It is not positioned as a multi-state adviser, pension consultant, capital allocator, or related-adviser platform, and it does not identify as an active ESG investor.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Jack Meligan
Founder and Managing MemberCRD 722333
David Sullivan
IARCRD 4829651
Jose Adame
IARCRD 7561474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Linn, OR
Clackamas
Location
West Linn, OR
Headquartered in West Linn, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 1800 Blankenship Rd
- Time zone
- PT (UTC-8)
- Office locations
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