Scott Clampitt, Registered Investment Advisor

RIASEC Registered
Total AUM
$213K
Discretionary
$213K
100% of AUM
Avg account
$213K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154214
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Scott Clampitt operates as a sole proprietorship and is registered as an independent registered investment adviser. The practice focuses on individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Fee arrangements include a percentage-of-AUM component plus hourly charges. The adviser is not characterized as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 40%, Exchange Traded Equities 35%, Non-Exchange Traded Equities 25%40%
  • Cash & Cash Equivalents40%
  • Exchange Traded Equities35%
  • Non-Exchange Traded Equities25%

Contacts

1 of 1
  • Scott Clampitt

    Investment Advisor RepresentativeCRD 1278576

Wealth teams

FINTRX

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth