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SCOTT CAPITAL ADVISORS, LLC
CRD 307980File 801-119200
APPROVED
Retail clients
Custody
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.11B
Non-discretionary $18.6M
Clients
279
828 accounts
Employees
9
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 31, 2020
- Principal office
- 707 SW WASHINGTON STREET, SUITE 810, PORTLAND, OR, 97205
- Phone
- (503) 487-0860
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $18.6M
- Discretionary accounts
- 815
- Non-discretionary accounts
- 13
- Total accounts
- 828
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $57.9M |
| Charitable organizations | Fewer than 5 | $84.1M |
| High net worth individuals | 116 | $277.8M |
| Pension and profit sharing plans | Fewer than 5 | $7.3M |
| Individuals (other than high net worth individuals) | 163 | $45.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 412 | 279 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.