RIA Intel›Advisers›Oregon›SETTLEMENT CAPITAL ADVISORS, LLC

SETTLEMENT CAPITAL ADVISORS, LLC

Advisory

WEST LINN, OR

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in OR

#248

of 305 advisers by AUM

Average account

$677K

across 130 accounts

AUM per adviser

$29M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$88M

Discretionary %

99.1%

Clients

108

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$88M

Discretionary AUM$87M

Non-Discretionary AUM$834K

Discretionary %99.1%

Total Clients108

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, OR, 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

108 clients

30 high-net-worth

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

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Advisers of similar size in OR

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

TWM WEALTH MANAGEMENT CORP

WEST LINN, OR

$90M

CONCENTRIC WEALTH ADVISORS LLC

LAKE OSWEGO, OR

$90M

+90.4% 1Y

ELLIOTT-LEDGERWOOD & COMPANY

KLAMATH FALLS, OR

$86M

-0.3% 1Y

SEAGRASS FINANCIAL, LLC

$86M

GRAY WEALTH STRATEGIES LLC

$91M

SMITHBROOK, LLC

$91M

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