SourcingSourcing

BECKER CAPITAL MANAGEMENT INC

C37
CRD 110489·SEC 801-11781·PORTLAND, OR
AUM
$5.73B
$1B+
Est. Revenue
$57.3M
@ 1% on AUM
Est. EBITDA
$17.2M
@ 30% margin
Est. Deal Value
$137.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BECKER CAPITAL MANAGEMENT INC
CRD
110489
SEC file #
801-11781
EIN
851152845
DBA names
Becker Capital Management, Inc.

Economics

AUM
$5.73B
AUM band
$1B+
AUM trajectory
'20'26
$3.96B → $5.73B▲ +44%
Client mix
Individuals High Net Worth519
Individuals Other226
Charitable Organizations75
Corporations10
Pension Profit Sharing Plans9

Operations

Employees (total)
42
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
17 advisors → 20 advisors▲ +18%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/becker-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BECKER, PATRICK, EARL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
BECKER, PATRICK, EARL
BECKER, JOHN, MERRILL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:becker.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
32
Form 5500 Total Compensation
134,925
Form 5500 Compensation Trajectory 3y
2025134,925
20240
Form 5500 Plan Count Trajectory 3y
20254
20241
Schedule C Total Compensation
134,925
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001813514
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2020-06-08
Edgar Last Filing Date
2020-06-08
Edgar Form D Count
1
Edgar Form D Offerings
2020-06-082020-06-08 · 0001813514-20-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
21
Bc Firm IAR Count
21
Custodian Candidates
Full
Charles Schwab6
E*trade4
U.s. Bank2
Wells Fargo2
Morgan Stanley2
Edgar Addresses
Mailing
1211 SW FIFTH AVENUESUITE 2185PORTLAND, OR 97204
Business
1211 SW FIFTH AVENUESUITE 2185PORTLAND, OR 97204
Edgar EIN
851152845
Edgar Recent Filings
D2020-06-08 · 0001813514-20-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2131702
Trust Company Affiliate
No

People (24)

24
BECKER, PATRICK, EARL
IAR · Direct Owner · 37.5%
2131702
HOWELLS, BLAKE, RICHARD
IAR · Direct Owner · 17.5%
2786999
BECKER, JOHN, MERRILL
Direct Owner · 17.5%
5707671
MC CONVILLE, THOMAS, JAMES
IAR · Executive Officer · 2.5%
5079032
GUECK, SHARON, LOUISE
IAR · Executive Officer · 2.5%
2375816
MOYER, STEPHANIE, LOREE
Executive Officer · 2.5%
6045346
Herrick, Nicholas, Michael
Executive Officer · 2.5%
8246813
STEPHEN DAVID LAVESON
IAR
303790
JANEEN SOLIE MCANINCH
IAR
2510029
TYLER OAKLEY KALUZA
IAR
6166872
MACK RICHARD GOLOS
IAR
6961469
ANDREW JOHN MURRAY
IAR
6170508
Melissa Anne Ray May
IAR
8210404
HEIDI MARIE GOERTZEN
IAR
6467216
TYLER B JAGLOWSKI
IAR
6401632
Meaghan Elizabeth Bradley-Bussell
IAR
7056557
Gretchen Mary Johnson
IAR
7592747
Deidra Michelle Krys-Rusoff
IAR
7006629
RYAN EDWARD MCANINCH
IAR
6110365
BREANNA RENAE PANGARES
IAR
6171217
BRANDON SCOTT FERREE
IAR
6185167
Jacob Anthony Williams
IAR
6852076
EMILY GRACE GENOR
IAR
4047112
SIDDHARTH SURESH PARAKH
IAR
4766436