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Spectrum Strategic Capital Management, LLC

Spectrum Strategic Capital Management, LLC. CRD 138347

Spectrum Strategic Capital Management, LLC logo

CRD: 138347

Spectrum Strategic Capital Management, LLC

Corvallis, OR, 97330
(541) 248-2052
www.sscapm.com
$275.4M Total AUM
$266.1M Disc. AUM
14.3% 3Y CAGR
6 Employees
313 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Available
Established Date
02-01-2006
Office Locations
1

Office Locations

2055 NW Grant AVE Corvallis OR

About Spectrum Strategic Capital Management, LLC

Spectrum Strategic Capital Management (SSCM) is a fiduciary wealth management firm providing personalized investment management and financial planning. The team blends portfolio expertise (CFA/CFP-led CIO) with CPA leadership to support goals-based strategies, retirement, tax and estate planning, and legacy objectives for individuals and business owners. Custody includes Fidelity/NFS.

Team overview

49 AVG AGE
$68.8M AVG AUM / ADVISOR
$879.8K AVG AUM / CLIENT
13.4 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
20yrs Firm Age

Insights

Available
Available
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Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

B

BENJAMIN SCOTT MEEKER

Chief Executive Officer, Partner

CRD
#4325697
Ownership
75% or more
Available
Available
Available
GREG BACHMAN

GREG BACHMAN

Chief Investment Officer, Director, DIRECTOR OF FINANCIAL PLANNING

CRD
#2948151
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

C

CAROLYN D PENTLAND

Compliance Officer

CRD
#4635675
Available
Available
Available
A

Aaron Richard Rivers

President

CRD
#7972777
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2022
03-23-2023
03-27-2024
09-26-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $266,136,085 $361,598
Non-Discretionary $9,227,767 $512,654
Total $275,363,852 $365,204

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Private Funds:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Corporate - Non-Investment Grade:
Available
Other:
Available
Derivatives:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Private Funds Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Corporate - Non-Investment Grade Available Available
Other Available Available
Derivatives Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

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