Spectrum Strategic Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Corvallis, OR. Its latest Form ADV filing, dated March 27, 2026, reports $275M in regulatory assets under management, 7 employees, 1 office, and 754 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.0% of total clients.
Top client categories% of clientsClients
1
Individuals
62.0%
194
2
HNWI
27.5%
86
3
Irrevocable Trusts/Estates
6.4%
20
4
Pension Plans
3.8%
12
5
Corporations
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$275Mas of March 27, 2026
Discretionary96.6%
$266M
97% of total RAUM96.6%
Non-discretionary3.4%
$9M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$275M
Total Accounts754
10Y AUM Change+$137M (+99.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee45:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.