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, owner-operated registered investment adviser that registered with the SEC in 2020. The firm serves individual and family clients, positions itself as a capital allocator, and provides a mix of financial planning and portfolio management services for both individuals/small businesses and institutions. Its service model includes fee arrangements based on a percentage of assets under management as well as hourly and fixed-fee engagements. Scott Capital Advisors also conducts pension consulting and selects sub-advisers where appropriate. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 6
Jennifer Rice
Senior Operations AssociateCRD 5278878
Shaughn Scott
PartnerCRD 5320069
Jennifer Scott
PartnerCRD 4858057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$676M in ETFs
78%
$529M
21%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $85.1M | 119,142 | 12.59% |
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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