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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 Oct 1, 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
- Website
- HTTP://WWW.BECKERCAP.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 37 | 42 | increased by5 |
| Apr 1, 2026 | Clients | 826 | 841 | increased by15 |
| Apr 1, 2026 | AUM | $4,982,543,115 | $5,725,237,630 | increased by$742,694,515 |
| Apr 1, 2026 | Accounts | 2,019 | 2,085 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 37 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 702 | 826 | increased by124 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,356,284,397 | $4,982,543,115 | increased by$626,258,718 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,583 | 2,019 | increased by436 |
| Apr 1, 2022 | Clients | 730 | 702 | decreased by28 |
| Apr 1, 2022 | AUM | $3,574,014,983 | $4,356,284,397 | increased by$782,269,414 |
| Apr 1, 2022 | Accounts | 1,395 | 1,583 | increased by188 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BECKER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BECKER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.