$88.0M Total AUM
$87.2M Disc. AUM
-- 3Y CAGR
3 Employees
109 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life · JP Morgan · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2011
- Office Locations
- 1
Office Locations
1800 Blankenship Rd. Ste. 160 West Linn OR
About Settlement Capital Advisors
Settlement Capital Advisors is an independent RIA based in West Linn, Oregon serving retail and institutional clients. The firm provides financial planning and insurance-related advice and implements portfolios largely using ETFs (with some cash positioning). Primary custody includes Charles Schwab. Led by owner/president and CCO Jack Lee Meligan.
Team overview
45 AVG AGE
$29.3M AVG AUM / ADVISOR
$807.6K AVG AUM / CLIENT
6.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Available
Available
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Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JACK LEE MELIGAN
Chief Compliance Officer, Owner, President
- CRD
- #722333
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jose Luis Adame Jr
--
- CRD
- #7561474
Available
Available
Available
DAVID JAMES SULLIVAN
Partner
- CRD
- #4829651
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,195,265 | -- |
| Non-Discretionary | $834,468 | -- |
| Total | $88,029,733 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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