Overview
Assets Under Management: $149 million
Headquarters: WATKINSVILLE, GA
High-Net-Worth Clients: 30
Average Client Assets: $2.2 million
Frequently Asked Questions
SANDERS & SCOTT, CHFC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125741), SANDERS & SCOTT, CHFC is subject to fiduciary duty under federal law.
SANDERS & SCOTT, CHFC is headquartered in WATKINSVILLE, GA.
SANDERS & SCOTT, CHFC serves 30 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, SANDERS & SCOTT, CHFC offers financial planning and portfolio management for individuals. View all service details ↓
SANDERS & SCOTT, CHFC manages $149 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, SANDERS & SCOTT, CHFC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.64%
Average Client Assets: $2.2 million
Total Client Accounts: 699
Discretionary Accounts: 699
Regulatory Filings
CRD Number: 125741
Filing ID: 2059707
Last Filing Date: 2026-03-23 12:03:11