Investment adviser · CRD 307980
SCOTT CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
PORTLAND, OR, United States · Form ADV filed Feb 2, 2026
- Regulatory AUM
- $1.13B Form ADV · Item 5.F
- Client accounts
- 828 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 133 | $659,056,118 | 58.2% |
| High-net-worth individuals | 116 | $277,758,720 | 24.5% |
| Charities | Fewer than 5 | $84,138,034 | 7.4% |
| Corporations & businesses | Fewer than 5 | $57,853,887 | 5.1% |
| Individuals | 163 | $45,504,191 | 4.0% |
| Retirement plans | Fewer than 5 | $7,293,721 | 0.6% |
Filing source
Form ADV 2045456 · Feb 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
707 SW WASHINGTON STREET, SUITE 810PORTLAND, OR, 97205, United States
CRD 307980
Filing source
Form ADV 2045456 · Feb 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.