DON Scholl & Associates, Inc.

Overview

DON Scholl & Associates, Inc. is a small, client-focused wealth advisory firm that serves individual and family clients through a mix of advisory portfolio management and broker-dealer/insurance activities. The firm charges fees based on a percentage of assets under management and operates largely in a discretionary capacity, managing the bulk of client assets under its authority. Investment activity is concentrated in packaged public investment vehicles — primarily mutual funds and other public funds — rather than direct stock-picking or high-touch alternative strategies. The firm does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state RIAdder in filings. As both a registered representative of a broker-dealer and an insurance broker, DON Scholl & Associates, Inc. blends advisory relationships with access to insurance products and brokerage platforms. That combination is reflected in the firm’s product choices and its use of annuity solutions alongside mutual funds for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices