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BECKER CAPITAL MANAGEMENT, INC.
Legal name: BECKER CAPITAL MANAGEMENT INC
CRD 110489File 801-11781
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.73B
Top 25% of cohort (national)
Discretionary AUM
$5.73B
Clients
841
2,085 accounts
Employees
42
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 19, 1977
- Principal office
- 1211 SW 5TH AVENUE, SUITE 2600, PORTLAND, OR, 97204-3740
- Phone
- 503-223-1720
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.73B
- Discretionary AUM
- $5.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,085
- Non-discretionary accounts
- 0
- Total accounts
- 2,085
- AUM per client
- $6.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $198.6M |
| Investment companies | 1 | $98.0M |
| Charitable organizations | 75 | $1.50B |
| High net worth individuals | 519 | $3.57B |
| Pooled investment vehicles | 1 | $20.3M |
| Pension and profit sharing plans | 9 | $151.6M |
| Individuals (other than high net worth individuals) | 226 | $187.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.