Investment adviser · CRD 129972
SCOTT WHITE ADVISORS, LLC
Investment adviser filing (IA)
FORT MYERS, FL, United States · Form ADV filed Feb 24, 2023
- Regulatory AUM
- $128M Form ADV · Item 5.F
- Client accounts
- 265 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 31 | $92,824,065 | 72.4% |
| Individuals | 71 | $26,102,765 | 20.3% |
| Charities | Fewer than 5 | $9,370,341 | 7.3% |
Filing source
Form ADV 1716339 · Feb 24, 2023 · 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 24, 2023. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1510 ROYAL PALM SQUARE BLVD, SUITE 103FORT MYERS, FL, 33919-1068, United States
CRD 129972
Filing source
Form ADV 1716339 · Feb 24, 2023 · 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.