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 an independent RIA organized as an LLC that serves individual and family clients, with portfolio management services geared toward individuals and small businesses. The firm also operates as an insurance broker and charges clients a percentage-of-AUM fee. Ownership is individual rather than institutional, and the adviser does not position itself as a capital allocator or an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Similar firms
TWM Wealth Management Corp
RIAWest Linn, OR
Pacific Coast Investment Advisors, LLC
RIAWest Linn, OR
Lookahead Wealth LLC
RIAWest Linn, OR
Encompass Financial Planning
RIAWest Linn, OR
Etesian Wealth Advisors, Inc.
RIAWest Linn, OR
Veridan Wealth
RIAWest Linn, OR