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

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