Scott Marsh Financial, LLC

Overview

Scott Marsh Financial, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and shows a clear preference for equity-oriented solutions, primarily delivered through exchange-traded holdings. Its advisory activity centers on customized portfolios rather than pension or institutional consulting, and it is not positioned as a multi-state or ESG specialist. Investment approach is tilted toward liquid, market-traded equities and ETFs with active portfolio construction across several hundred positions. The firm supplements core public market exposure with allocations to third‑party alternative managers — specifically hedge funds and real estate — to provide non‑correlated return streams and income or diversification benefits. Custody is centralized, which supports a single‑platform execution and reporting model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices