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LIBERTY CAPITAL INVESTMENT CORPORATION

Advisory

PORTLAND, OR

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in OR

#251

of 305 advisers by AUM

Average account

$422K

across 200 accounts

AUM per adviser

$21M

4 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$84M

Discretionary AUM$0

Non-Discretionary AUM$84M

Discretionary %0%

Total Clients131

Team

Total Employees6

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

131 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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$83M

SETTLEMENT CAPITAL ADVISORS, LLC

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