SCOTT CONYERS CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2005
Total AUM
$96.7M
Discretionary
$96.7M
100% of AUM
Avg account
$3.6M
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
136549
Registered since
October 4, 2005
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

FINTRX

Overview

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

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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: Exchange Traded Equities 78%, Cash & Cash Equivalents 22%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents22%

Contacts

1 of 1
  • SCOTT CONYERS

    PresidentCRD 1572731

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth