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 privately owned limited liability company that advises individual and family clients, and provides portfolio management for individuals and small businesses. The firm also operates as an insurance broker, and its client-fee arrangement is a percentage of assets under management. It is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and does not act as a capital allocator or related adviser.
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 3JACK 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