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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-19-1977
- Office Locations
- 5
Office Locations
About Becker Capital Management, Inc.
Becker Capital Management is an independent, employee-owned, fee-based investment adviser (founded 1976) providing goals-based, multi-asset portfolio management and comprehensive financial planning for families, nonprofits, and institutions. The team builds customized investment policy statements and portfolios, including social and environmental considerations, with education and transparent reporting for fiduciary committees. The firm states it has had no business litigation or regulatory proceedings since inception.
Reported data analysis
What the numbers show
Between June 11, 2025 and March 31, 2026, reported AUM increased 14.9%, from $5.0B to $5.7B.
Across 5 reported observations, AUM increased 31.4% between March 30, 2022 and March 31, 2026, from $4.4B to $5.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 20 advisory representatives and 854 clients, or 42.7 clients per representative. That equates to $6.7M in reported AUM per client.
The profile lists 5 reported office locations and 49 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Becker Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICK EARL BECKER JR
Chief Executive Officer, DIRECTOR, President
- CRD
- #2131702
- Ownership
- 25% but less than 50%
JOHN MERRILL BECKER
Chief Financial Officer, Chief Technology Officer, DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
Meaghan Elizabeth Bradley-Bussell
Associate
- CRD
- #7056557
Kevin Matthew Cooper
Director
- CRD
- #8265425
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,725,237,630 | $2,745,917 |
| Non-Discretionary | $0 | -- |
| Total | $5,725,237,630 | $2,745,917 |
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Separately Managed Accounts
SMA allocation detail is available
Becker Capital Management, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Becker Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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