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SCOTT CAPITAL ADVISORS, LLC
CRD 307980 · SEC 801-119200
707 SW WASHINGTON STREET, SUITE 810, PORTLAND, OR, 97205, United States
Phone
(503) 487-0860
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.13B
Discretionary AUM
$1.11B
Team
9 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $45.5M |
| High net worth individuals | 116 | $277.8M |
States served
AZ, CA, ID, MD, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD