SETTLEMENT CAPITAL ADVISORS

SETTLEMENT CAPITAL ADVISORS of WEST LINN, OR is an SEC-registered investment adviser (CRD 155250). Regulatory assets under management: $88.0M.

Registration

• CRD: 155250
• Type: Registered investment adviser
• Location: 1800 BLANKENSHIP RD., WEST LINN, OR, 97068
• Phone: 503-699-0018
• Latest filing: 2026-07-28
• Regulatory AUM: $88.0M
• Discretionary AUM: $87.2M
• Non-discretionary AUM: $834K
• Clients: 3
• Accounts: 130

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155250 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search