SCOTT CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 307980
- Registered since
- July 31, 2020
- Website
- www.scottcapitaladvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other58.24%
- HNWI24.55%
- Charitable Organizations7.44%
- Corporations / Businesses5.11%
- Individuals4.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Scott Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers; the firm also functions as a capital allocator, outsourcing to external managers when appropriate. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. Scott Capital identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Cash & Cash Equivalents18%
- US Government Bonds7%
- Exchange Traded Equities2%
- State & Local Bonds1%
Contacts
3 of 6BROOKE ANDERSON
Associate, Financial AdvisorCRD 6556696
SHAUGHN SCOTT
PartnerCRD 5320069
JENNIFER SCOTT
PartnerCRD 4858057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$485M in ETFs
80%
$386M
20%
$99.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $75.6M | 121,034 | 15.58% |
Location
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 707 SW Washington St
- Time zone
- PT (UTC-8)
- Office locations
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