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 registered investment adviser that has been operating since 2006. The firm is structured as a limited liability company under individual ownership and positions itself as a capital allocator for both high-net-worth individuals and institutional clients. Core services include comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection and oversight of third-party advisers and managers. Fee arrangements are flexible and include asset-based fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor. An industry recognition listed in the firm’s record is inclusion on FA Magazine’s Top RIA Firms list 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 Funds46%
- Exchange Traded Equities24%
- Private Funds16%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2
Greg Bachman
Chief Investment Officer & Chief Operating OfficerCRD 2948151
Benjamin Meeker
CEO, MemberCRD 4325697
Contacts
2 of 2
Aaron Rivers
Associate Portfolio ManagerCRD 7972777

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
$138M in ETFs
91%
$126M
0%
$12.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $25M | 33,515 | 18.09% |
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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