DON Scholl & Associates, Inc.

Overview

DON Scholl & Associates, Inc. is a small, non-independent retail registered investment adviser operating as a corporation and owned by an individual. The firm serves individuals and families, offering portfolio management geared toward individual investors and small businesses. It also conducts brokerage and insurance activity through registered-representative and insurance-broker channels, and bills clients on a percentage-of-AUM basis. The firm does not operate as a capital allocator or as a multi-state adviser in its regulatory profile, and it does not identify as an active ESG investor. Its business model blends advisory work with broker-dealer and insurance distribution rather than running proprietary funds or a separate advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices