This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Capital deltaHorizon legacy +more
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Prime matrix
Momentum foundation
- CRD
- #11231
- Ownership
- 42.0%
Showing 2 of 7 owners & executives
Unlock allContacts
Meaghan Elizabeth Bradley-Bussell
Associate
- CRD
- #7056557
Kevin Matthew Cooper
Director
- CRD
- #8265425
Legacy vertex
Radial eagle
- CRD
- #99965
Showing 2 of 25 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,606,931,462
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $403,849,988 | 14.9% |
| Public Funds | $216,832,208 | 8.0% |
| Municipal Bonds | $539,370,118 | 19.9% |
| U.S. Government/Agency | $577,315,754 | 21.3% |
| Corporate - Investment Grade | $520,397,300 | 19.2% |
| Cash | $273,750,663 | 10.1% |
| Private Funds | $178,886,571 | 6.6% |
| Total | $2,710,402,602 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH VECTOR | BRIDGE INSIGHT | 1DG5D2DFV | KJQTS | 10.43% | $93,741,026 |
| BEACON RADIAL | RIDGE VERTEX | AEP2I8X0T | LSRX | 9.22% | $103,935,630 |
| FOUNDATION CAPITAL | VECTOR WAVE | NNMQP4FNJ | XEWU | 12.31% | $57,235,978 |
| GLACIER OPTIMA HARBOR | SIGNAL NORTH | DRUIZNS46 | WGDYS | 9.14% | $9,623,714 |
| EAGLE NORTH MATRIX | ATLAS WAVE | Y697IDMQL | PBVX | 1.18% | $48,448,194 |
| ATLAS PATHWAY MOMENTUM | MATRIX QUANTUM | U9CDOZYK0 | PFWAY | 3.51% | $23,654,525 |
| OAK RIDGE | INSIGHT HARBOR | QD4X2AYRC | FEK | 3.71% | $74,498,485 |
| MERIDIAN VALUE | CAPITAL LEGACY | Q9ZS08EVX | PSZOT | 8.67% | $30,084,389 |