Scott Capital Advisors, LLC

Overview

Scott Capital Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2020 and operates as a capital allocator for private clients. The firm targets individuals and families and provides a mixture of financial planning and portfolio management services for both retail and smaller institutional/business accounts. Its advisory menu includes fee arrangements tied to a percentage of assets under management alongside hourly and fixed-fee engagements. Service lines include comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, pension consulting, and the selection or oversight of third‑party managers. The firm identifies as an active ESG investor, and it uses external managers as part of its allocation toolkit rather than relying solely on in‑house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives