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SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CRD 138347 · SEC 801-65858
2055 NW GRANT AVE, CORVALLIS, OR, 97330-1905, United States
Phone
(541) 248-2052
Fax
(541) 207-0027
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.4M
Discretionary AUM
$266.1M
Team
7 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $61.2M |
| High net worth individuals | 86 | $187.5M |
| Pension/profit sharing plans | 12 | $11.9M |
| Corporations/business entities | 1 | $568K |
States served
AZ, CA, IL, OR, PA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD