Becker Capital Management

What Becker Capital Management does

Becker Capital Management, Inc. is an independent, employee-owned SEC-registered investment advisory firm founded in 1976 and headquartered in Portland, Oregon. The firm provides comprehensive wealth and investment management services to high-net-worth individuals, families, nonprofit organizations, and institutional investors across the Pacific Northwest, operating from four offices in Portland, Seattle, Bend, and Boise. Its platform centers on a multi-asset strategy approach with goals-based portfolio construction across equity strategies (All-Cap Value, Large-Cap Value, Focused Value, Equity Income) and fixed income strategies (Tax Exempt Bond, Taxable Bond), supplemented by impact investing, alternative investment access for qualified clients, family office services, and dedicated women-investor advisory teams.

The firm is structured around a 41-person team with 19 shareholders and unusually long tenures (average 12 years at the firm and 22 years of industry experience), supporting multi-generational client relationships. Service delivery is relationship-driven and consultative, with typical minimum account sizes of $3 million ($5 million for alternative investments), reflecting a high-net-worth enterprise field-sales model.

Revenue is generated primarily through quarterly asset-based management fees on client AUM, with additional streams from third-party wrap program fees, proprietary mutual fund management fees, and standalone wealth planning services billed hourly when not bundled with advisory mandates. Fees are negotiable, aligning advisor economics with client asset growth. The firm maintains its employee-owned, independent structure without external private equity or venture ownership, and has never been subject to business litigation or regulatory proceedings since inception.

Name

Becker Capital Management

Legal name

Becker Capital Management, Inc.

Website

https://beckercap.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

Becker Capital Management is an independent, employee-owned SEC-registered investment advisory firm founded in 1976, serving high-net-worth individuals, families, nonprofit organizations, and institutional investors in the Pacific Northwest through multi-asset portfolio management and integrated wealth planning.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Multi-Asset Fund-of-Funds & Multi-Manager Allocation (FSAAAJAI)

Keywords

• Wealth management services
• Investment management
• Financial planning
• Portfolio management
• Investment advisory

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Asset Management Fees: Quarterly management fee based on assets under management (AUM). Fees are negotiable and the firm earns more as assets increase, creating alignment with client interests. This is the primary revenue stream for the investment advisory firm.
2. Third-Party Manager Fees: Portion of wrap fee program fees received for management services when clients are invested in third-party wrap fee programs. These fees include transaction costs and custody fees.
3. Mutual Fund Management Fees: Management fees from the firm's proprietary mutual fund, along with fund operating expenses charged to investors.
4. Wealth Planning Services: Comprehensive wealth planning services typically included with investment advisory services. May be offered as standalone service at negotiated hourly rate for complex planning needs.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Becker Capital Management is an independent, employee-owned SEC-registered investment advisor that provides comprehensive wealth and investment management solutions for high net worth individuals, families, nonprofit organizations, and institutions. The firm builds goals-based multi-asset portfolios integrating equity strategies (All-Cap Value, Large-Cap Value, Focused Value, Equity Income) and fixed income strategies (Tax Exempt Bond, Taxable Bond), with access to alternative investments for qualified clients. Wealth planning is integrated with investment management, covering cash flow, education, retirement, tax, asset protection, and estate planning.

Product overview

Becker Capital Management operates as a unified wealth and investment management platform offering integrated services for high net worth individuals, families, nonprofit organizations, and institutions. The core offering centers on Wealth Management combined with Wealth Planning, supported by specialized modules including Institutional Wealth Management, Nonprofit Management, Family Office, Impact Investing, Alternative Investment Opportunities, and Women Investors services. The platform utilizes a multi-asset strategy approach, building goals-based portfolios with access to individual securities, passive indexes, third-party managers, and alternative investments (real estate, private equity, hedge funds, venture capital) for qualified clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management
• Wealth Planning Personalized and dynamic wealth planning services integrated with investment management, covering cash flow analysis, education planning, investment planning, retirement transition, tax strategies, asset protection, and estate planning.
• Nonprofit Management Investment management and advisory services for nonprofit organizations across the Pacific Northwest, including strategic reserve management, customized portfolios, ESG integration, and faith-based investment options.
• Institutional Wealth Management Investment management for institutional investors including All-Cap Value, Large-Cap Value, Focused Value, and Equity Income strategies, plus Tax Exempt Bond and Taxable Bond strategies with customized portfolio construction.
• Family Office Comprehensive financial, investment, and lifestyle solutions for single-family and multi-family offices, including bill paying, estate planning, expense management, tax coordination, charitable giving, and family wealth education.
• Impact Investing Socially conscious investing solutions including Excellence-Driven strategies with faith-based screening, ESG investing, and Direct Impact strategies focusing on CDFIs, affordable real estate, and environmental initiatives.
• Women Investors Specialized investment services for women addressing unique financial concerns including independent financial management, longevity planning, and life transitions, with women-only advisory teams available.
• Alternative Investment Opportunities Access to real estate, private equity, venture capital, and hedge fund investments for qualified clients with at least $5 million in assets under management.

Quantifiable outcome

• The firm has never been subject to business litigation, regulatory or legal proceedings since inception in 1976
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Fisher Investments: Large independent investment adviser headquartered in Camas, Washington, serving high-net-worth individuals and institutions. Comparable as a Pacific Northwest-based, employee-influenced, fee-based investment management firm, though materially larger in AUM and client base than Becker Capital.
• Russell Investments: Seattle-based global investment management firm offering multi-asset solutions and institutional wealth services. Comparable in Pacific Northwest base, multi-asset strategy approach, and institutional client focus, though much larger and globally diversified.
• Captrust Financial Advisors: Large independent RIA providing investment advisory and wealth management to HNW families, foundations, and institutions. Comparable in institutional and nonprofit client focus, though national in scale and more diversified in service lines.
• Mercer Advisors: National independent RIA offering wealth management, investment advisory, and financial planning to HNW individuals, families, and institutions. Comparable in target segments (HNW, families, institutions) and integrated planning-plus-investment model, though much larger and roll-up-driven.

Direct peers

• Brighton Jones: Seattle-based independent wealth management firm offering comprehensive financial planning, investment management, and tax services to high-net-worth individuals and families. Directly comparable in target market (HNW individuals), service model (fee-based advisory with planning integration), and Pacific Northwest focus.
• Coldstream Holdings: Independent, employee-owned wealth management firm based in Bellevue, Washington, serving HNW individuals, families, and institutions in the Pacific Northwest. Highly comparable as a regional, employee-owned RIA competing in the same HNW market.
• Merriman Wealth Management: Seattle-based independent, employee-owned RIA providing fee-only investment management and financial planning to HNW individuals. Comparable as a Pacific Northwest independent RIA with similar fee-based model and HNW focus.
• Halbert Hargrove: Long-standing independent, fee-only wealth advisory firm serving HNW individuals, families, and nonprofits, with offices in the Pacific Northwest. Comparable as an independent, employee-influenced RIA targeting similar client segments.
• EP Wealth Advisors: Fee-only RIA serving HNW individuals and families with comprehensive wealth management, financial planning, and investment advisory services. Comparable in target client segment, fee-based model, and offering breadth, with broader geographic reach.

Regional players

• Fiduciary Wealth Group (formerly Private Ocean): Independent, fee-only wealth management firm with West Coast roots serving HNW individuals, families, and institutions. Comparable as a fee-based RIA targeting similar clientele, though primarily West Coast (not Pacific Northwest) and partially integrated with CAPTRUST.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Becker Capital Management