# Becker Capital Management, Inc.

> Becker Capital Management, Inc. is an SEC-registered investment advisory firm in Portland, OR, registered since 1977, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 110489
- Filed as: BECKER CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110489
- AdvisorCensus page: https://advisorcensus.com/firm/becker-capital-management-inc-portland-or-110489

## Quick answers

**How is Becker Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Becker Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Becker Capital Management, Inc. located?**
Becker Capital Management, Inc.'s principal office is in Portland, OR, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Becker Capital Management, Inc. registered with the SEC or a state?**
Becker Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 1977. Status as filed: Approved. CRD 110489.

**How much does Becker Capital Management, Inc. manage?**
Becker Capital Management, Inc. reports $5,725,237,630 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Becker Capital Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Becker Capital Management, Inc.: Regulatory assets under management: $3,574,014,983 in the October 2021 data and $5,725,237,630 in the October 2026 data, up 60%. Total employees: 30 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Becker Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (519); individuals (other than high net worth individuals) (226); charitable organizations (75).

**Which custodians does Becker Capital Management, Inc. use?**
Becker Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bank National Association as custodians holding 10% or more of its separately managed account assets.

**Does Becker Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110489

**Does Becker Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "BCM typically requires a minimum account size of $3,000,000, although this may be negotiable under certain circumstances."

**What changed in Becker Capital Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 19 to 20. Regulatory assets under management went from $4,982,543,115 to $5,725,237,630 (+15%). Changed its office addresses in Bend, OR. Changed its office addresses in Boise, ID. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> BCM typically requires a minimum account size of $3,000,000, although this may be negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- U.S. Bank National Association

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,725,237,630
- Discretionary: $5,725,237,630
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 226 | $187,593,423 |
| High net worth individuals | 519 | $3,573,908,647 |
| Investment companies | 1 | $98,040,963 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $20,265,205 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $151,629,162 |
| Charitable organizations | 75 | $1,495,237,985 |
| Corporations or other businesses not listed above | 10 | $198,562,245 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1977 (49 years)
- Employees: 42 total, 20 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, NM, NV, NY, OH, OK, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bend, OR
- Boise, ID
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- beckercap.com
- LinkedIn @BECKER-CAPITAL-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,574,014,983 | 30 | March 31, 2021 |
| October 2022 | $4,356,284,397 | 30 | March 30, 2022 |
| October 2023 | $3,906,617,526 | 33 | March 30, 2023 |
| October 2024 | $4,613,776,609 | 33 | March 28, 2024 |
| October 2025 | $4,982,543,115 | 37 | June 11, 2025 |
| October 2026 | $5,725,237,630 | 42 | March 31, 2026 |

Regulatory assets under management: $3,574,014,983 in the October 2021 data and $5,725,237,630 in the October 2026 data, up 60%.
Total employees: 30 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 20.
- Regulatory assets under management went from $4,982,543,115 to $5,725,237,630 (+15%).
- Changed its office addresses in Bend, OR.
- Changed its office addresses in Boise, ID.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Becker Capital Management, Inc. (CRD 110489): Form ADV filing data as of October 2026.