SCOTT CAPITAL ADVISORS, LLC

707 Sw Washington Street
Suite 810
Portland, Oregon 97205
Tel: (503) 487-0860

About SCOTT CAPITAL ADVISORS, LLC

SCOTT CAPITAL ADVISORS, LLC, formally registered with the SEC as SCOTT CAPITAL ADVISORS, LLC. The firm was established in 07/31/2020. They have over 1 offices throughout the country.

SCOTT CAPITAL ADVISORS, LLC is a Portland, Oregon based Financial Planning firm with nearly $968,385,354 assets under management, offering retirement planning & investment advisory services to 802 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307980
SEC#	801-119200
Assets Managed by Firm	$968,385,354
No. of Clients	802
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	802	$968,385,354
Individuals (other than high net worth individuals)	172	$47,520,017
High net worth individuals	101	$249,564,027
Pension and profit sharing plans	Fewer than 5 clients	$8,012,223
Charitable organizations	Fewer than 5 clients	$71,078,091
Corporations or other businesses	Fewer than 5 clients	$73,502,024

More Retirement Planning firms in Portland, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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