Scott Capital Advisors, LLC
● SEC registered since 2020CRD 307980SEC# 801-119200Portland, OR
Reg. AUM
$1.13B
Employees
9
Accounts
828
Location
Portland, OR
Scott Capital Advisors, LLC assets under management
Scott Capital Advisors, LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 9 people.
Scott Capital Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey James Scott Control | Managing Member | 25-50% | 2020 |
| Jennifer Ruth Scott Control | Managing Member And Chief Compliance Officer | 25-50% | 2020 |
| Shaughn Casey Scott Control | Managing Member | 25-50% | 2020 |
Frequently asked questions
How much does Scott Capital Advisors, LLC manage?
Scott Capital Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Scott Capital Advisors, LLC have?
Scott Capital Advisors, LLC reports 9 employees.
Where is Scott Capital Advisors, LLC located?
Scott Capital Advisors, LLC is based in Portland, OR and has been SEC-registered since 2020.
Does Scott Capital Advisors, LLC disclose fund performance?
Scott Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 707 SW Washington Street, Suite 810, Portland, OR 97205 |
| Phone | (503) 487-0860 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1905673 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.13B▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.13Bregulatory AUM
Discretionary $1.11BNon-discretionary $18.6M