BECKER CAPITAL MANAGEMENT, INC.
BECKER CAPITAL MANAGEMENT INC Legal Name
Adviser information for BECKER CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 33 |
|---|---|
| Investment Advisory/Research | 16 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 16 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,893 | $4.6B |
| Non-Discretionary | 0 | $0 |
| Total | 1,893 | $4.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 211 | $149.7M |
| HNW Individuals | 481 | $2.8B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $91.9M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $20.8M |
| Pension and profit sharing plans | 9 | $126.3M |
| Charitable organizations | 72 | $1.2B |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $5.4M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 14 | $205.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 61.4M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| UBS PAINE WEBBER | UBS PAINE WEBBER |
| RBC WEALTH MANAGEMENT | RBC WEALTH MANAGEMENT |
| WELLS FARGO SECURITIES | WELLS FARGO SECURITIES |
| MORGAN STANLEY | MORGAN STANLEY |
Principal Office
1211 SW 5TH AVENUESUITE 2185
PORTLAND
OR
United States
Monday - Friday, 7:00 AM TO 4:00 PM
Tel: 503-223-1720, Fax: 503-223-3624
Chief Compliance Officer
STEPHANIE L. MOYER
CHIEF OPERATING OFFICER, DIRECTOR
1211 SW 5TH AVENUE
SUITE 2185
PORTLAND
OR
United States
Tel:
503-223-1720
Fax:
503-223-3624
S*****@************M
(Full email address available in API data)
Industry Affiliates
| 11740 SW 68TH PARKWAY LLC | Sponsor, GP, manager of pooled investment vehicles |
| 5 CENTERPOINTE DRIVE LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BECKER PRIVATE EQUITY FUND I LLC | Private Equity Fund | $9.8M | $0.3M | 37 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCANINCH, JANEEN, SOLIE | Individual | – | DIRECTOR | 07/1996 | 5-10% |
| BECKER, PATRICK, EARL | Individual | – | CEO/PRESIDENT/DIRECTOR | 06/2009 | 25-50% |
| HOWELLS, BLAKE, RICHARD | Individual | – | CFO/TREASURER/DIRECTOR | 06/2000 | 10-25% |
| BECKER, JOHN, MERRILL | Individual | – | SECRETARY/DIRECTOR | 12/1993 | 10-25% |
| MOYER, STEPHANIE, LOREE | Individual | – | COO/CCO/DIRECTOR | 01/2012 | < 5% |
| GUECK, SHARON, LOUISE | Individual | – | DIRECTOR | 01/2020 | < 5% |
| MC CONVILLE, THOMAS, JAMES | Individual | – | CIO | 01/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 5M | 44K | – |
| ABBOTT LABS | COM | 982K | 9K | – |
| ABBVIE INC | COM | 3M | 15K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 15M | 48K | – |
| ADOBE INC | COM | 8M | 15K | – |
| ADVANCED MICRO DEVICES INC | COM | 223K | 1K | – |
| AFLAC INC | COM | 779K | 9K | – |
| AIR PRODS & CHEMS INC | COM | 30M | 115K | – |
| ALASKA AIR GROUP INC | COM | 735K | 18K | – |
| ALLSTATE CORP | COM | 34M | 209K | – |
| ALPHABET INC | CAP STK CL A | 54M | 296K | – |
| ALPHABET INC | CAP STK CL C | 5M | 25K | – |
| AMAZON COM INC | COM | 49M | 253K | – |
| AMDOCS LTD | SHS | 290K | 4K | – |
| AMERICAN ELEC PWR CO INC | COM | 214K | 2K | – |
| AMERICAN EXPRESS CO | COM | 1M | 4K | – |
| AMERIPRISE FINL INC | COM | 553K | 1K | – |
| AMGEN INC | COM | 29M | 93K | – |
| AMPHENOL CORP NEW | CL A | 1M | 22K | – |
| ANALOG DEVICES INC | COM | 238K | 1K | – |
| APPLE INC | COM | 144M | 684K | – |
| APPLIED MATLS INC | COM | 212K | 900 | – |
| ASTRAZENECA PLC | SPONSORED ADR | 30M | 380K | – |
| AT&T INC | COM | 366K | 19K | – |
| AUTODESK INC | COM | 260K | 1K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 579K | 2K | – |
| AUTOZONE INC | COM | 24M | 8K | – |
| AVANGRID INC | COM | 2M | 64K | – |
| BAKER HUGHES COMPANY | CL A | 23M | 657K | – |
| BANK AMERICA CORP | COM | 15M | 381K | – |
| BECTON DICKINSON & CO | COM | 12M | 50K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 27M | 67K | – |
| BLACKBAUD INC | COM | 10M | 129K | – |
| BLACKROCK ENHANCED EQUITY DI | COM | 195K | 24K | – |
| BLACKROCK INC | COM | 42M | 53K | – |
| BLACKSTONE INC | COM | 12M | 99K | – |
| BOEING CO | COM | 885K | 5K | – |
| BOOKING HOLDINGS INC | COM | 368K | 93 | – |
| BRISTOL-MYERS SQUIBB CO | COM | 253K | 6K | – |
| BROADCOM INC | COM | 6M | 4K | – |
| BROOKFIELD RENEWABLE CORP | CL A SUB VTG | 6M | 225K | – |
| C H ROBINSON WORLDWIDE INC | COM NEW | 287K | 3K | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 1M | 15K | – |
| CARRIER GLOBAL CORPORATION | COM | 27M | 425K | – |
| CATERPILLAR INC | COM | 3M | 8K | – |
| CENTENE CORP DEL | COM | 219K | 3K | – |
| CHEVRON CORP NEW | COM | 38M | 240K | – |
| CHUBB LIMITED | COM | 20M | 77K | – |
| CIENA CORP | COM NEW | 22M | 455K | – |
| CISCO SYS INC | COM | 36M | 758K | – |
| CITIGROUP INC | COM NEW | 613K | 10K | – |
| CME GROUP INC | COM | 529K | 3K | – |
| COCA COLA CO | COM | 744K | 12K | – |
| COLUMBIA SPORTSWEAR CO | COM | 4M | 49K | – |
| COMCAST CORP NEW | CL A | 522K | 13K | – |
| CONOCOPHILLIPS | COM | 260K | 2K | – |
| COSTCO WHSL CORP NEW | COM | 21M | 25K | – |
| CROWN CASTLE INC | COM | 614K | 6K | – |
| CSX CORP | COM | 468K | 14K | – |
| CVS HEALTH CORP | COM | 10M | 171K | – |
| DANAHER CORPORATION | COM | 309K | 1K | – |
| DIAGEO PLC | SPON ADR NEW | 20M | 162K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 415K | 7K | – |
| DISNEY WALT CO | COM | 24M | 244K | – |
| DOLLAR TREE INC | COM | 13M | 124K | – |
| DUTCH BROS INC | CL A | 403K | 10K | – |
| EATON CORP PLC | SHS | 15M | 48K | – |
| ECOLAB INC | COM | 10M | 43K | – |
| ELI LILLY & CO | COM | 4M | 4K | – |
| EMBRAER S.A. | SPONSORED ADS | 48M | 2M | – |
| EMERSON ELEC CO | COM | 13M | 115K | – |
| EXXON MOBIL CORP | COM | 11M | 94K | – |
| FASTENAL CO | COM | 1M | 21K | – |
| FEDEX CORP | COM | 295K | 981 | – |
| FIRSTENERGY CORP | COM | 29M | 766K | – |
| FISERV INC | COM | 3M | 23K | – |
| FLEX LTD | ORD | 20M | 687K | – |
| FORD MTR CO DEL | COM | 252K | 20K | – |
| GE AEROSPACE | COM NEW | 482K | 3K | – |
| GENERAL DYNAMICS CORP | COM | 25M | 86K | – |
| GENERAL MLS INC | COM | 282K | 4K | – |
| GILEAD SCIENCES INC | COM | 1M | 17K | – |
| GOLDMAN SACHS GROUP INC | COM | 45M | 100K | – |
| GROCERY OUTLET HLDG CORP | COM | 12M | 548K | – |
| HEALTHPEAK PROPERTIES INC | COM | 216K | 11K | – |
| HESS CORP | COM | 361K | 2K | – |
| HOLOGIC INC | COM | 6M | 79K | – |
| HOME DEPOT INC | COM | 31M | 91K | – |
| HONEYWELL INTL INC | COM | 2M | 9K | – |
| HP INC | COM | 2M | 56K | – |
| IMAX CORP | COM | 4M | 229K | – |
| INTEL CORP | COM | 16M | 520K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 748K | 5K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 1M | 8K | – |
| INTERNATIONAL PAPER CO | COM | 252K | 6K | – |
| INTUITIVE SURGICAL INC | COM NEW | 218K | 490 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 959K | 6K | – |
| INVESCO QQQ TR | UNIT SER 1 | 2M | 5K | – |
| ISHARES INC | CORE MSCI EMKT | 40M | 750K | – |
| ISHARES INC | ESG AWR MSCI EM | 2M | 47K | – |
| ISHARES INC | MSCI EURZONE ETF | 865K | 18K | – |
| ISHARES INC | MSCI JPN ETF NEW | 2M | 35K | – |
| ISHARES INC | MSCI PAC JP ETF | 538K | 13K | – |
| ISHARES INC | MSCI TAIWAN ETF | 890K | 16K | – |
| ISHARES TR | 1 3 YR TREAS BD | 7M | 83K | – |
| ISHARES TR | 3 7 YR TREAS BD | 1M | 10K | – |
| ISHARES TR | CORE MSCI EAFE | 12M | 165K | – |
| ISHARES TR | CORE S&P MCP ETF | 795K | 14K | – |
| ISHARES TR | CORE S&P SCP ETF | 57M | 538K | – |
| ISHARES TR | CORE S&P US GWT | 2M | 12K | – |
| ISHARES TR | CORE S&P US VLU | 422K | 5K | – |
| ISHARES TR | CORE S&P500 ETF | 13M | 23K | – |
| ISHARES TR | CORE US AGGBD ET | 2M | 17K | – |
| ISHARES TR | EAFE SML CP ETF | 643K | 10K | – |
| ISHARES TR | ESG AWARE MSCI | 2M | 56K | – |
| ISHARES TR | ESG SCRND S&P500 | 9M | 207K | – |
| ISHARES TR | EUROPE ETF | 246K | 5K | – |
| ISHARES TR | EXPND TEC SC ETF | 528K | 6K | – |
| ISHARES TR | ISHS 1-5YR INVS | 406K | 8K | – |
| ISHARES TR | ISHS 5-10YR INVT | 6M | 115K | – |
| ISHARES TR | MSCI ACWI ETF | 933K | 8K | – |
| ISHARES TR | MSCI EAFE ETF | 50M | 636K | – |
| ISHARES TR | MSCI EMG MKT ETF | 322K | 8K | – |
| ISHARES TR | MSCI UK ETF NEW | 1M | 35K | – |
| ISHARES TR | MSCI USA QLT FCT | 223K | 1K | – |
| ISHARES TR | RUS 1000 GRW ETF | 2M | 6K | – |
| ISHARES TR | RUS 1000 VAL ETF | 694K | 4K | – |
| ISHARES TR | RUS 2000 VAL ETF | 934K | 6K | – |
| ISHARES TR | RUS MD CP GR ETF | 3M | 25K | – |
| ISHARES TR | RUS MDCP VAL ETF | 313K | 3K | – |
| ISHARES TR | RUSSELL 2000 ETF | 7M | 33K | – |
| ISHARES TR | S&P 500 GRWT ETF | 247K | 3K | – |
| ISHARES TR | S&P MC 400GR ETF | 5M | 54K | – |
| ISHARES TR | S&P MC 400VL ETF | 6M | 49K | – |
| ISHARES TR | S&P SML 600 GWT | 2M | 13K | – |
| ISHARES TR | SHRT NAT MUN ETF | 1M | 11K | – |
| ISHARES TR | SP SMCP600VL ETF | 2M | 26K | – |
| JOHNSON & JOHNSON | COM | 37M | 255K | – |
| JPMORGAN CHASE & CO. | COM | 79M | 391K | – |
| KINDER MORGAN INC DEL | COM | 24M | 1M | – |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 24M | 951K | – |
| KROGER CO | COM | 14M | 275K | – |
| LAM RESEARCH CORP | COM | 852K | 799 | – |
| LAMB WESTON HLDGS INC | COM | 10M | 118K | – |
| LOCKHEED MARTIN CORP | COM | 795K | 2K | – |
| MAGNA INTL INC | COM | 2M | 56K | – |
| MARSH & MCLENNAN COS INC | COM | 4M | 18K | – |
| MASTERCARD INCORPORATED | CL A | 503K | 1K | – |
| MCCORMICK & CO INC | COM NON VTG | 709K | 10K | – |
| MCDONALDS CORP | COM | 1M | 5K | – |
| MCKESSON CORP | COM | 52M | 88K | – |
| MEDTRONIC PLC | SHS | 29M | 363K | – |
| MERCK & CO INC | COM | 39M | 316K | – |
| META PLATFORMS INC | CL A | 6M | 11K | – |
| METHANEX CORP | COM | 26M | 546K | – |
| MICRON TECHNOLOGY INC | COM | 672K | 5K | – |
| MICROSOFT CORP | COM | 164M | 368K | – |
| MOLINA HEALTHCARE INC | COM | 12M | 42K | – |
| MONDELEZ INTL INC | CL A | 613K | 9K | – |
| MORGAN STANLEY | COM NEW | 6M | 59K | – |
| NETFLIX INC | COM | 203K | 301 | – |
| NEWMONT CORP | COM | 29M | 699K | – |
| NEXTERA ENERGY INC | COM | 1M | 19K | – |
| NEXTRACKER INC | CLASS A COM | 6M | 120K | – |
| NIKE INC | CL B | 18M | 237K | – |
| NORFOLK SOUTHN CORP | COM | 508K | 2K | – |
| NOVARTIS AG | SPONSORED ADR | 1M | 10K | – |
| NOVO-NORDISK A S | ADR | 335K | 2K | – |
| NVIDIA CORPORATION | COM | 4M | 36K | – |
| OATLY GROUP AB | SPONSORED ADS | 10K | 11K | – |
| ORACLE CORP | COM | 814K | 6K | – |
| PACCAR INC | COM | 335K | 3K | – |
| PALANTIR TECHNOLOGIES INC | CL A | 417K | 16K | – |
| PALO ALTO NETWORKS INC | COM | 987K | 3K | – |
| PARKER-HANNIFIN CORP | COM | 220K | 435 | – |
| PAYCHEX INC | COM | 213K | 2K | – |
| PAYPAL HLDGS INC | COM | 20M | 344K | – |
| PEPSICO INC | COM | 2M | 11K | – |
| PFIZER INC | COM | 27M | 964K | – |
| PHILIP MORRIS INTL INC | COM | 266K | 3K | – |
| PHILLIPS 66 | COM | 3M | 21K | – |
| PNC FINL SVCS GROUP INC | COM | 452K | 3K | – |
| PORTLAND GEN ELEC CO | COM NEW | 573K | 13K | – |
| PPG INDS INC | COM | 900K | 7K | – |
| PRICE T ROWE GROUP INC | COM | 302K | 3K | – |
| PRIMERICA INC | COM | 512K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 34M | 204K | – |
| PROGRESSIVE CORP | COM | 206K | 990 | – |
| PROLOGIS INC. | COM | 294K | 3K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 316K | 4K | – |
| QUALCOMM INC | COM | 55M | 278K | – |
| QUEST DIAGNOSTICS INC | COM | 12M | 86K | – |
| RADIUS RECYCLING INC | CL A | 625K | 41K | – |
| REALTY INCOME CORP | COM | 13M | 250K | – |
| RTX CORPORATION | COM | 40M | 396K | – |
| SALESFORCE INC | COM | 36M | 141K | – |
| SANOFI | SPONSORED ADR | 27M | 557K | – |
| SAP SE | SPON ADR | 38M | 190K | – |
| SCHWAB CHARLES CORP | COM | 57M | 775K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 488K | 13K | – |
| SCHWAB STRATEGIC TR | US REIT ETF | 1M | 55K | – |
| SELECT SECTOR SPDR TR | ENERGY | 1M | 15K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 5K | – |
| SERVICENOW INC | COM | 727K | 924 | – |
| SHELL PLC | SPON ADS | 16M | 215K | – |
| SHERWIN WILLIAMS CO | COM | 246K | 825 | – |
| SMARTSHEET INC | COM CL A | 416K | 9K | – |
| SOLVENTUM CORP | COM SHS | 567K | 11K | – |
| SOUTHERN CO | COM | 15M | 192K | – |
| SPDR GOLD TR | GOLD SHS | 5M | 23K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 60M | 111K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1M | 2K | – |
| SPDR SER TR | S&P DIVID ETF | 256K | 2K | – |
| STARBUCKS CORP | COM | 8M | 101K | – |
| STRYKER CORPORATION | COM | 2M | 5K | – |
| SYSCO CORP | COM | 35M | 491K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 336K | 2K | – |
| TARGET CORP | COM | 1M | 7K | – |
| TCW ETF TRUST | TRANSFORM SYSTEM | 665K | 10K | – |
| TE CONNECTIVITY LTD | SHS | 20M | 133K | – |
| TESLA INC | COM | 340K | 2K | – |
| TEXAS INSTRS INC | COM | 381K | 2K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 5M | 8K | – |
| TJX COS INC NEW | COM | 406K | 4K | – |
| TMC THE METALS COMPANY INC | COM | 119K | 88K | – |
| TRINITY BIOTECH PLC | SPONS ADR NEW | 38K | 18K | – |
| TYSON FOODS INC | CL A | 880K | 15K | – |
| UNILEVER PLC | SPON ADR NEW | 6M | 107K | – |
| UNION PAC CORP | COM | 6M | 24K | – |
| UNITEDHEALTH GROUP INC | COM | 4M | 8K | – |
| US BANCORP DEL | COM NEW | 23M | 560K | – |
| VALERO ENERGY CORP | COM | 2M | 12K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 886K | 12K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4M | 48K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 75M | 199K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 547K | 2K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 4M | 25K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 354K | 1K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 19M | 223K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4M | 9K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 631K | 3K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 725K | 3K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 74M | 276K | – |
| VANGUARD INDEX FDS | VALUE ETF | 2M | 12K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 214K | 4K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4M | 86K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 7M | 104K | – |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 989K | 24K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 2M | 9K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 12K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 319K | 5K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 6M | 130K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 402K | 3K | – |
| VANGUARD WORLD FD | INF TECH ETF | 602K | 1K | – |
| VENTAS INC | COM | 8M | 160K | – |
| VERIZON COMMUNICATIONS INC | COM | 34M | 828K | – |
| VISA INC | COM CL A | 17M | 64K | – |
| WAFD INC | COM | 336K | 12K | – |
| WALMART INC | COM | 54M | 798K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 9M | 1M | – |
| WASTE MGMT INC DEL | COM | 4M | 19K | – |
| WATERS CORP | COM | 798K | 3K | – |
| WELLS FARGO CO NEW | COM | 1M | 17K | – |
| WENDYS CO | COM | 208K | 12K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 7M | 262K | – |
| ZOETIS INC | CL A | 580K | 3K | – |