SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Becker Capital Management, Inc.
Portland, OR
Becker Capital Management Inc, CRD 110489
Firm filing updated March 31, 2026 ·
- $5.7BAssets
- 841Clients
- 20Advisory staff
- 2,085Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals519
- Individuals226
- Charities75
- Corporations or other businesses10
- Pension and profit sharing plans9
- and 2 more2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 226 | $187.6 million |
| High net worth individuals | 519 | $3.6 billion |
| Investment companies | 1 | $98.0 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $20.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $151.6 million |
| Charitable organizations | 75 | $1.5 billion |
| Corporations or other businesses not listed above | 10 | $198.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 6 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$5.7 billion
- Accounts2,085
- DiscretionaryAll accounts
People
- Employees42
- Advisory staff20
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
19 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Becker Capital Management Inc SEC-registered investment advisor. CRD 110489, SEC file 801-11781.
- Registered with the SEC as an investment advisor (status date on record: April 19, 1977).
Is Becker Capital Management, Inc. a fiduciary?
Short answer: Becker Capital Management, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.