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, individual-owned registered investment adviser that has been SEC-registered since 2006. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that also selects third-party managers. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm does not identify as an active ESG investor. An industry note: Spectrum Strategic Capital Management was named among Top RIA Firms by FA Magazine in 2020.
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
- Public Funds/Mutual Funds46%
- Exchange Traded Equities24%
- Private Funds16%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$136M in ETFs
90%
$122M
0%
$14M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $27.7M | 36,371 | 20.43% |
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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