SCRATCH CAPITAL

RIASEC RegisteredEst. 2024
Total AUM
$230M
Discretionary
$230M
100% of AUM
Avg account
$408K
Accounts
564
Employees
4
Advisory reps
4

Firm details

Headquarters
BOISE, Idaho
CRD number
318835
Registered since
August 22, 2024
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI81.49%
  • Individuals9.44%
  • Corporations / Businesses9.04%
  • Pension & Profit Sharing Plans0.03%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Scratch Capital is an independent registered investment adviser that manages discretionary portfolios for individual, family and institutional clients. The firm acts as a capital allocator, favoring delegated relationships with third-party managers and mutual fund vehicles rather than concentrated single-stock bets. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, indicating a mix of direct portfolio oversight and manager-of-managers activity. Scratch Capital does not market itself as an ESG investor and operates without multi-state adviser status. Investment activity centers on pooled public funds and mutual funds as the primary implementation vehicle, supplemented by external alternative managers where appropriate. The firm charges clients either a percentage of assets under management or fixed fees, reflecting flexibility for both ongoing advisory relationships and project-based engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, US Government Bonds 11%, Exchange Traded Equities 7%, Cash & Cash Equivalents 2%80%
  • Public Funds/Mutual Funds80%
  • US Government Bonds11%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • JUSTIN LUNT

    Investment Advisor RepresentativeCRD 6951147

  • Samuel Tidd

    Investment Advisor RepresentativeCRD 7851694

  • DEREK JONES

    AdvisorsCRD 6805544

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOISE, ID

ADA

Location

BOISE, ID

Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
250 S 5th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth