Scott Conyers Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 136549
- Registered since
- October 4, 2005
- Website
- conyerscapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI81.39%
- Individuals18.41%
- Charitable Organizations0.21%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Scott Conyers Capital Management, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2005. The firm’s stated activity centers on portfolio management for individuals and small businesses, and its client base includes both individual/family and institutional accounts. Compensation is primarily a percentage of assets under management but the firm also employs performance-based fee arrangements. The adviser does not identify as an active ESG investor, is not structured as a capital allocator, and does not act as a pension consultant or related adviser.
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1Scott Conyers
PresidentCRD 1572731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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