SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- CORVALLIS, Oregon
- CRD number
- 138347
- Registered since
- February 1, 2006
- Website
- www.sscapm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.1%
- Individuals22.22%
- Other5.13%
- Pension & Profit Sharing Plans4.34%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Spectrum Strategic Capital Management, LLC is an independent, SEC-registered RIA organized as an LLC and in operation since 2006. The firm serves both individual & family clients and institutional clients and positions itself as a capital allocator, combining discretionary portfolio management with financial planning and the selection of third‑party advisers. Its fee model is flexible and includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; its industry connections include relationships with accountants and an insurance company. Spectrum was named among FA Magazine’s Top RIA Firms in 2020.
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
- Public Funds/Mutual Funds47%
- Private Funds30%
- Exchange Traded Equities11%
- Non-Investment Grade Corp Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2GREG BACHMAN
Chief Investment Officer & Chief Operating OfficerCRD 2948151
BENJAMIN MEEKER
CEO, MemberCRD 4325697
Contacts
3 of 3Aaron Rivers
Associate Portfolio ManagerCRD 7972777
NICHOLS CUTTING
PartnerCRD 4405054
CAROLYN PENTLAND
Client Service ManagerCRD 4635675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$135M in ETFs
90%
$122M
0%
$12.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.3M | 34,285 | 16.54% |
Location
CORVALLIS, OR
BENTON
Location
CORVALLIS, OR
Headquartered in CORVALLIS, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- BENTON
- Address
- 2055 NW Grant Ave
- Time zone
- PT (UTC-8)
- Office locations
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