SCOTT CAPITAL ADVISORS, LLC

PORTLAND, Oregon·3 registered advisors·CRD# 307980

SEC# 801-1192000503) 487-0860

01

Firm Overview

AUM

$919M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SCOTT CAPITAL ADVISORS, LLC

3 registered advisors

Casey James Scott

PORTLAND, Oregon

Jennifer Ruth Scott

PORTLAND, Oregon

Shaughn Casey Scott

PORTLAND, Oregon

05

Office Locations

PORTLAND, Oregon

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Data sourced from SEC Form ADV filings. SCOTT CAPITAL ADVISORS, LLC (CRD# 307980) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.