Wealth Manager
    SEC Registered
    Manages Private Funds

    Scott Capital Advisors, LLC

    Registered investment advisor · Portland, Oregon · CRD #307980

    Assets Under Management
    $1.1B
    Client Accounts
    828
    Employees
    9
    CRD Number
    307980
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Scott Capital Advisors, LLC

    Scott Capital Advisors, LLC is a full-service investment advisory firm with over 30 years of experience in wealth management, specializing in institutional investing and fiduciary responsibilities for nonprofits and family businesses. Established in 2020, the firm is based in Portland, OR.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Scott Capital Advisors, LLC

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    Frequently Asked Questions

    What is Scott Capital Advisors, LLC's AUM?

    Scott Capital Advisors, LLC reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Scott Capital Advisors, LLC headquartered?

    Scott Capital Advisors, LLC is headquartered in Portland, Oregon.

    What is Scott Capital Advisors, LLC's CRD number?

    Scott Capital Advisors, LLC's CRD number is 307980. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Scott Capital Advisors, LLC manage?

    Scott Capital Advisors, LLC manages approximately 828 client accounts according to its latest SEC filing.

    Is Scott Capital Advisors, LLC SEC registered?

    Yes, Scott Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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