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Sawtelle, Charles Scott

● SEC registered since 2026CRD 158732SEC# 801-135412
Export (members)
Reg. AUM
$107M
Employees
1
Accounts
247
Location

Sawtelle, Charles Scott assets under management

Sawtelle, Charles Scott is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $107 million in regulatory assets under management and employs 1 people.

Sawtelle, Charles Scott owners & executives

1 reported
NameTitleOwnershipSince
Charles Scott Sawtelle ControlCeo And CcoOver 75%2011

Frequently asked questions

How much does Sawtelle, Charles Scott manage?

Sawtelle, Charles Scott reports $107 million in regulatory assets under management on its Form ADV.

How many employees does Sawtelle, Charles Scott have?

Sawtelle, Charles Scott reports 1 employees.

Does Sawtelle, Charles Scott disclose fund performance?

Sawtelle, Charles Scott is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone512-299-8031
Office hoursBy Appt Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$107MNo change
Jan '26 — $107MFeb '26 — $107MMar '26 — $107MApr '26 — $107MMay '26 — $107MJun '26 — $107M
Jan '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$107Mregulatory AUM
Discretionary $107M