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Scott Capital Advisors, LLC

● SEC registered since 2020CRD 307980SEC# 801-119200Portland, OR
Export (members)
Reg. AUM
$1.13B
Employees
9
Accounts
828
Location
Portland, OR

Scott Capital Advisors, LLC assets under management

Scott Capital Advisors, LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 9 people.

Scott Capital Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Casey James Scott ControlManaging Member25-50%2020
Jennifer Ruth Scott ControlManaging Member And Chief Compliance Officer25-50%2020
Shaughn Casey Scott ControlManaging Member25-50%2020

Frequently asked questions

How much does Scott Capital Advisors, LLC manage?

Scott Capital Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Scott Capital Advisors, LLC have?

Scott Capital Advisors, LLC reports 9 employees.

Where is Scott Capital Advisors, LLC located?

Scott Capital Advisors, LLC is based in Portland, OR and has been SEC-registered since 2020.

Does Scott Capital Advisors, LLC disclose fund performance?

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

Contact & registration

Address707 SW Washington Street, Suite 810, Portland, OR 97205
Phone(503) 487-0860
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1905673
Discloses disciplinary historyNo

Assets under management

Discretionary$1.11B
Non-discretionary$18.6M
Total (RAUM)$1.13B