{"url":"https://nivawealth.com/firms/spectrum-strategic-capital-management-138347","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/138347","regulatoryAum":275363852,"crd":"138347","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2948151","suffix":null,"lastName":"BACHMAN","firstName":"GREG","middleName":null},{"crd":"4325697","suffix":null,"lastName":"MEEKER","firstName":"BENJAMIN","middleName":"SCOTT"},{"crd":"4635675","suffix":null,"lastName":"PENTLAND","firstName":"CAROLYN","middleName":"D"},{"crd":"7972777","suffix":null,"lastName":"Rivers","firstName":"Aaron","middleName":"Richard"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-09","regulatoryAum":215441328,"clients":250,"employees":6,"offices":2},{"filedOn":"2022-04-11","regulatoryAum":232361112,"clients":181,"employees":6,"offices":2},{"filedOn":"2023-03-23","regulatoryAum":184201686,"clients":308,"employees":6,"offices":2},{"filedOn":"2024-03-27","regulatoryAum":209758570,"clients":204,"employees":6,"offices":2},{"filedOn":"2025-04-30","regulatoryAum":249260230,"clients":317,"employees":7,"offices":2},{"filedOn":"2026-07-01","regulatoryAum":275363852,"clients":313,"employees":6,"offices":2}],"secFileNumber":"801-65858","legalName":"Spectrum Strategic Capital Management, LLC","displayName":"Spectrum Strategic Capital Management","slug":"spectrum-strategic-capital-management-138347","website":"https://sscapm.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/138347/8d4a08f1cdcf3d54-r1.webp","tone":"dark","width":1078,"height":200,"sourceUrl":"https://www.sscapm.com/","sourceLabel":"Spectrum Strategic Capital Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://linkedin.com/company/spectrum-strategic-capital-management-LLC","founded":"2001","organization":"Oregon limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2055 NW Grant Ave","city":"Corvallis","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97330-1905"},"tradeNames":[],"registration":{"secApproved":"1 February 2006","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":888248.6857142857,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":275363852,"discretionary":266136085,"discretionaryAccounts":736,"nonDiscretionary":9227767,"nonDiscretionaryAccounts":18,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":194,"regulatoryAum":61184577},{"label":"High-net-worth individuals","clients":86,"regulatoryAum":187525055},{"label":"Pension and profit-sharing plans","clients":12,"regulatoryAum":11947865},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":567574},{"label":"Other","clients":20,"regulatoryAum":14138781}],"feePrograms":[{"role":"other","program":"Financial planning","summary":"Billed at $100 to $425 per hour by staff or partner, or on a fixed fee basis agreed with the client; negotiable and payable on completion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050404","versionId":1050404,"submittedOn":"2026-07-01","documentName":"FORM ADV PART 2A DATED JUNE 25, 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:22:40.328189+00:00","documents":[{"name":"FORM ADV PART 2A DATED JUNE 25, 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050404","versionId":1050404,"submittedOn":"2026-07-01"}]},"custodians":[{"name":"Fidelity Investments","shortName":"Fidelity","location":"Boston, MA","smaAssets":268962744}],"custodyNote":"Spectrum Strategic Capital Management has custody of $50.4M in client assets for 70 clients.","leadership":[{"name":"Benjamin Meeker","title":"Member, Chief Executive Officer","crd":"4325697"},{"name":"Greg Bachman","title":"Chief Operating Officer","crd":"2948151"},{"name":"Benjamin Meeker","title":"Chief Compliance Officer","crd":"4325697"},{"name":"Greg Bachman","title":"Member, Chief Investment Officer & Director of Financial Planning","crd":"2948151"}],"ownership":[{"label":"Benjamin Meeker","detail":"Member, chief executive officer in the 75% or more ownership band and a control person, since September 2001. Also chief compliance officer in the 75% or more ownership band and a control person, since May 2026."},{"label":"Greg Bachman","detail":"Member, chief investment officer & director of financial planning in the 25% to 50% ownership band and a control person, since January 2016. Also chief operating officer in the 25% to 50% ownership band and a control person, since July 2025."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":2,"addresses":[{"street":"2055 NW Grant Ave","city":"Corvallis","headquarters":true},{"street":"8215 SW Tualatin Sherwood RD","city":"Tualatin"}]}],"brochureServices":["education planning","estate planning","insurance","retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"541-248-2052","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":24},{"label":"Investment grade corporate bonds","percent":3},{"label":"Non-investment grade corporate bonds","percent":3},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":46},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":16},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":3,"detail":"Unit Investment Trusts and American Depository Receipts"}],"privateFunds":0},"sources":{"adv1FilingDate":"1 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/138347/PDF/138347.pdf","brochureDate":"1 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050404","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Spectrum Strategic Capital Management have?","answer":"Spectrum Strategic Capital Management has 313 clients and manages $275 million for them, as of July 2026. They include 194 individual clients, 86 high-net-worth individuals and 20 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Spectrum Strategic Capital Management offer?","answer":"Spectrum Strategic Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and retirement plan services.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Spectrum Strategic Capital Management use?","answer":"Spectrum Strategic Capital Management’s separately managed account assets are held at Fidelity Investments (Boston, MA), with $269M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Spectrum Strategic Capital Management have?","answer":"Spectrum Strategic Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Spectrum Strategic Capital Management invest in?","answer":"At the end of its last fiscal year, Spectrum Strategic Capital Management’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 16% pooled vehicles (private funds and similar), 4% cash and equivalents, 3% investment grade corporate bonds, 3% high-yield corporate bonds, 3% other and 1% derivatives. The 3% other category is described as: Unit Investment Trusts and American Depository Receipts.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Spectrum Strategic Capital Management?","answer":"Spectrum Strategic Capital Management’s direct owners are Benjamin Meeker (75% or more) and Greg Bachman (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Spectrum Strategic Capital Management get paid?","answer":"Spectrum Strategic Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Spectrum Strategic Capital Management registered with the SEC?","answer":"Yes, Spectrum Strategic Capital Management has been registered with the SEC as an investment adviser since 1 February 2006. Its CRD number is 138347 and its SEC file number is 801-65858.","source":"Form ADV Part 1A, Item 1, filed 1 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Spectrum Strategic Capital Management?","answer":"Spectrum Strategic Capital Management’s main office is at 2055 NW Grant Ave, Corvallis, OR 97330-1905. Its phone number is 541-248-2052. Its website is sscapm.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/spectrum-strategic-capital-management-138347/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1554961/000155496126000014/0001554961-26-000014-index.html","totalValue":201756935,"positionCount":79,"top10Share":0.510515933442387,"top10":[{"issuer":"SPDR S&P 500 ETF","titleOfClass":"TR UNIT","cusip":"78462F103","value":25027997,"shares":33515,"shareType":"SH","priorValue":22296907,"priorShares":34285},{"issuer":"ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":13161663,"shares":80122,"shareType":"SH","priorValue":12998608,"priorShares":91263},{"issuer":"INVESCO QQQ TRUST SERIES I","titleOfClass":"UNIT SER 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}