← Directory
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CRD 138347File 801-65858
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.SSCAPM.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 1 | $568K |
| High net worth individuals | 86 | $187.5M |
| Pension and profit sharing plans | 12 | $11.9M |
| Individuals (other than high net worth individuals) | 194 | $61.2M |
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 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 313 | 293 | decreased by20 |
| Aug 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 317 | 313 | decreased by4 |
| Apr 1, 2026 | AUM | $249,260,230 | $275,363,852 | increased by$26,103,622 |
| Apr 1, 2026 | Accounts | 781 | 754 | decreased by27 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 181 | 317 | increased by136 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $232,361,112 | $249,260,230 | increased by$16,899,118 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 680 | 781 | increased by101 |
| Apr 1, 2022 | Clients | 250 | 181 | decreased by69 |
| Apr 1, 2022 | AUM | $215,441,328 | $232,361,112 | increased by$16,919,784 |
| Apr 1, 2022 | Accounts | 607 | 680 | increased by73 |
| 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 “SPECTRUM STRATEGIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SPECTRUM STRATEGIC” 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.