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 a small, equity-focused registered investment adviser that manages portfolios for high-net-worth individuals, families and a limited number of institutional clients. The firm runs discretionary portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM and performance-based fees, which suggests an active management approach with opportunities for incentive compensation on outperformance. Public and exchange-traded equities are the center of the firm's allocation approach. The ADV-level reporting shows a clear preference for liquid equity exposures delivered through exchange-traded instruments and separately managed accounts. Portfolio construction appears to favor concentrated, equity-heavy sleeves with complementary use of mutual funds for particular exposures or strategy implementation.
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
- Exchange Traded Equities78%
- Cash & Cash Equivalents22%
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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