Overview
Assets Under Management: $968 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 101
Average Client Assets: $2 million
Frequently Asked Questions
SCOTT CAPITAL ADVISORS, LLC 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 #307980), SCOTT CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SCOTT CAPITAL ADVISORS, LLC is headquartered in PORTLAND, OR.
SCOTT CAPITAL ADVISORS, LLC serves 101 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, SCOTT CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SCOTT CAPITAL ADVISORS, LLC manages $968 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, SCOTT CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 802
Discretionary Accounts: 788
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 307980
Last Filing Date: 2025-01-31 00:00:00
Website: https://scottcapitaladvisors.com