Scruggs Advisors, LLC

RIASEC Registered
Total AUM
$63.1M
Discretionary
$2.9M
5% of AUM
Avg account
$1.5M
Accounts
41
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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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: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Peter Scruggs

    Peter Scruggs

    Co-Founder & PresidentCRD 2578689

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth