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SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

CRD 138347File 801-65858
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$275.4M
Below cohort median (national)
Discretionary AUM
$266.1M
Non-discretionary $9.2M
Clients
293
754 accounts
Employees
6
Below cohort median in OR

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Feb 1, 2006
Principal office
2055 NW GRANT AVE, CORVALLIS, OR, 97330-1905
Phone
(541) 248-2052

Assets & accounts

ADV Item 5F
Total regulatory AUM
$275.4M
Discretionary AUM
$266.1M
Non-discretionary AUM
$9.2M
Discretionary accounts
736
Non-discretionary accounts
18
Total accounts
754
AUM per client
$940K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other1$568K
High net worth individuals86$187.5M
Pension and profit sharing plans12$11.9M
Individuals (other than high net worth individuals)194$61.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients313293
Aug 12, 2026RegistrationAPPROVED

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.