Scruggs Advisors, LLC
Firm details
- Headquarters
- Battle Ground, Washington
- CRD number
- 282962
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans95.46%
- Individuals4.54%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Scruggs Advisors, LLC is a small, owner-run advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management across individual, small-business and institutional mandates, along with pension consulting. In addition to its advisory work, the principals operate in broker-dealer registered representative capacities and hold real estate and insurance broker registrations, indicating a multi-licensed business model that can deliver brokerage, insurance and real estate services alongside advice. Scruggs Advisors does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator to third-party private managers.
Assets & Accounts
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
- Other100%
Contacts
1 of 1
Peter Scruggs
Co-Founder & PresidentCRD 2578689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Battle Ground, WA
Clark
Location
Battle Ground, WA
Headquartered in Battle Ground, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 2401 W Main St
- Time zone
- PT (UTC-8)
- Office locations
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