settlement capital advisors llc

Name

settlement capital advisors llc

Legal name

Settlement Capital Advisors LLC

Website

https://settcap.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

West Linn

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Investment Advisory Fees: The firm charges a primary fee of 0.90% (9/10ths of 1%) regardless of account size. This is an annual advisory fee based on assets under management (AUM), making it a recurring revenue model tied to client portfolio values.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Settlement Capital Advisors LLC is a registered investment advisory firm that provides investment management services primarily to personal injury victims and trial attorneys. The firm applies a Blue Chip Dividend Grower investment strategy, charging a 0.90% annual fee on assets under management with no account minimums, and is registered in Oregon, Washington, and Colorado.

Product overview

Settlement Capital Advisors is a single, unified investment advisory service offering premier time-tested investment management. The core offering is the Blue Chip Dividend Grower investment strategy at a 0.90% fee with no account minimums. Associated with the firm are two related sub-brands: The Plaintiff's MSA & Lien Solution (Medicare and lien resolution services) and Settlement Professionals, Inc. (comprehensive settlement planning including Special Needs Trusts, Qualified Settlement Funds, Medicare Set-Asides, and Settlement Preservation Trusts). All services are oriented toward injury victims and trial attorneys.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services
• Blue Chip Dividend Grower Strategy

Quantifiable outcome

• Fee savings of 0.30-0.90% annually compared to industry average

Segments2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• The Plaintiff's MSA & Lien Solution, LLCcoreStrategic or Co-development PartnerRelated entity founded by Jack Meligan, providing national plaintiff-only Medicare and MSP compliance and lien resolution service firm. Works in coordination with SCA to provide comprehensive settlement planning services.
• Settlement Professionals, Inc.coreStrategic or Co-development PartnerNational plaintiff-only settlement planning firm founded and operated by Jack Meligan. Provides comprehensive settlement planning services including Special Needs Trusts, Qualified Settlement Funds, Medicare Set-Asides, and Settlement Preservation Trusts.
• Society of Settlement PlannerscoreStrategic or Co-development PartnerProfessional association of settlement planners, structured settlement specialists, and special needs settlement-planning attorneys nationwide. Jack Meligan is the founding president. Advocates for settlement planning to uncover and plan for the needs of injury victims and their families.

Scale indicators2 records

Recent moves3 records

Expansion highlights4 records

Direct peers

• Empower: Large-scale registered investment advisor offering personalized wealth management with a digital platform and human advisors, competing for the same investor dollars seeking fee-based portfolio management and financial planning services as Settlement Capital Advisors.
• Betterment: Digital-first registered investment advisor providing low-fee automated portfolio management and financial planning; directly comparable to SCA on the cost-conscious, no-minimum, advisory-fee model although lacking the settlement-planning specialization.
• Wealthfront: Automated investment advisory platform offering low-cost, no-minimum portfolio management with dividend and direct-indexing strategies; competes for the same value-oriented advisory-fee-paying clients as Settlement Capital Advisors.
• Facet Wealth: Fee-only registered investment advisor providing flat-fee personalized financial planning and portfolio management without account minimums, directly mirroring SCA's low-cost, no-minimum, personalized advisory positioning.

Broad incumbents

• Vanguard Personal Advisor Services: Established incumbent RIA from Vanguard providing ongoing advisory services at low fees with broad portfolio offerings; represents the scaled, low-cost competitor that puts pricing pressure on smaller boutique RIAs like Settlement Capital Advisors.
• Charles Schwab Wealth Advisory: Broad retail and advisory platform from Schwab offering fee-based investment advisory, wealth management, and financial planning services, competing for the same mass-affluent and HNW advisory clients.
• Fisher Investments: Large independent registered investment advisor managing portfolios for high-net-worth individuals; a scaled broad incumbent with active equity and dividend strategies that overlaps with SCA's blue chip dividend approach at higher AUM tiers.
• Creative Planning: Large independent RIA and wealth management firm offering holistic financial planning and portfolio management to individuals across the U.S.; relevant incumbent peer demonstrating the scaled RIA model SCA operates within.

Emerging players

• Ringler Associates: National structured settlement consulting firm serving plaintiff attorneys and injury victims with settlement planning solutions; adjacent rather than directly competing on portfolio management, but operating in the same settlement planning ecosystem and serving overlapping clients.
• Holistiplan: Tax and financial planning software used by RIAs and advisors serving settlement recipients and retirees; represents an emerging technology-enabled competitor / partner that brings low-cost planning capability into the niche SCA targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/settlement-capital-advisors-llc

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

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 →

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