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SETTLEMENT CAPITAL ADVISORS
SETTLEMENT CAPITAL ADVISORS, LLC
CRD 155250
1800 BLANKENSHIP RD., STE. 160, WEST LINN, OR, 97068, United States
Phone
503-699-0018
Fax
503-699-8511
Registration
— (—)
Source
State registered
Total AUM
$88.0M
Discretionary AUM
$87.2M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (individuals)PORTFOLIO MANAGEMENT FOR NON-ERISA RETIREMENT ACCOUNTS AND TRUST ACCOUNTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $24.3M |
| High net worth individuals | 30 | $63.7M |
All web addresses on file
Official SEC filing: View on IAPD