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Sawtelle, Charles Scott

● SEC registered since 2026CRD 158732SEC# 801-135412
Export (members)
Reg. AUM
$107M
Employees
1
Accounts
247
Location
—

Sawtelle, Charles Scott assets under management

Sawtelle, Charles Scott is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $107 million in regulatory assets under management and employs 1 people.
www.sagaorp.comView on SEC.gov ↗

Sawtelle, Charles Scott owners & executives

1 reported
NameTitleOwnershipSince
Charles Scott Sawtelle ControlCeo And CcoOver 75%2011

Frequently asked questions

How much does Sawtelle, Charles Scott manage?

Sawtelle, Charles Scott reports $107 million in regulatory assets under management on its Form ADV.

How many employees does Sawtelle, Charles Scott have?

Sawtelle, Charles Scott reports 1 employees.

Does Sawtelle, Charles Scott disclose fund performance?

Sawtelle, Charles Scott is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone512-299-8031
Office hoursBy Appt Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107M
Non-discretionary$0
Total (RAUM)$107M