SCRATCH CAPITAL
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 318835
- Registered since
- August 22, 2024
- Website
- www.scratch-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.49%
- Individuals9.44%
- Corporations / Businesses9.04%
- Pension & Profit Sharing Plans0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Scratch Capital is an independent registered investment adviser that manages discretionary portfolios for individual, family and institutional clients. The firm acts as a capital allocator, favoring delegated relationships with third-party managers and mutual fund vehicles rather than concentrated single-stock bets. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, indicating a mix of direct portfolio oversight and manager-of-managers activity. Scratch Capital does not market itself as an ESG investor and operates without multi-state adviser status. Investment activity centers on pooled public funds and mutual funds as the primary implementation vehicle, supplemented by external alternative managers where appropriate. The firm charges clients either a percentage of assets under management or fixed fees, reflecting flexibility for both ongoing advisory relationships and project-based engagements.
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 Funds80%
- US Government Bonds11%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
Contacts
3 of 4JUSTIN LUNT
Investment Advisor RepresentativeCRD 6951147
Samuel Tidd
Investment Advisor RepresentativeCRD 7851694
DEREK JONES
AdvisorsCRD 6805544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOISE, ID
ADA
Location
BOISE, ID
Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 250 S 5th St
- Time zone
- MT (UTC-7)
- Office locations
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