SCOTT WHITE ADVISORS, LLC
CRD #129972 SEC #801-112303 FORT MYERS, FL 239-936-6300
SEC Registered
Total AUM
$128.3M
Discretionary
$91.8M
Employees
1
Clients
0
Accounts
265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $128.3M | $91.8M | $36.5M | 1 | 0 |
| Feb 2022 | $161.5M | $124.5M | $37M | 1 | 0 |
| Jan 2022 | $131.1M | $103.8M | $27.3M | 1 | 0 |
| Jun 2021 | $131.1M | $103.8M | $27.3M | 1 | 0 |
| Feb 2021 | $131.1M | $103.8M | $27.3M | 1 | 0 |
| Oct 2020 | $128.3M | $92.7M | $35.7M | 1 | 0 |
| Jun 2020 | $128.3M | $92.7M | $35.7M | 1 | 0 |
| Jun 2020 | $128.3M | $92.7M | $35.7M | 1 | 0 |
| May 2020 | $128.3M | $92.7M | $35.7M | 1 | 0 |
| Mar 2020 | $128.3M | $92.7M | $35.7M | 1 | 0 |
| Jan 2020 | $105.7M | $76.2M | $29.5M | 1 | 0 |
| Apr 2019 | $105.7M | $76.2M | $29.5M | 1 | 0 |
| Feb 2019 | $105.7M | $76.2M | $29.5M | 1 | 0 |
| Oct 2018 | $115.3M | $82.2M | $33.1M | 1 | 0 |
| Oct 2018 | $115.3M | $82.2M | $33.1M | 1 | 0 |
| Aug 2018 | $115.3M | $82.2M | $33.1M | 1 | 0 |
| Apr 2018 | $115.3M | $82.2M | $33.1M | 1 | 0 |
| Mar 2018 | $115.3M | $82.2M | $33.1M | 1 | 0 |
| Dec 2017 | $111.1M | $77.7M | $33.4M | 1 | 0 |
| Feb 2013 | $52.4M | $0 | $52.4M | 1 | 200 |
| Jan 2013 | $52.4M | $0 | $52.4M | 1 | 200 |
| Nov 2012 | $52.4M | $0 | $52.4M | 1 | 200 |
| Mar 2012 | $41.3M | $0 | $41.3M | 1 | 200 |
| Mar 2011 | $56.6M | $0 | $56.6M | 5 | -- |
| Sep 2008 | $61.2M | $0 | $61.2M | 5 | -- |
| Mar 2007 | $62.9M | $0 | $62.9M | 5 | -- |
| Sep 2005 | $32.8M | $0 | $32.8M | 5 | -- |
| Jun 2004 | $32.8M | $0 | $32.8M | 5 | -- |
| Jan 2004 | $0 | $0 | $0 | 5 | -- |
DateFeb 2023
Total AUM$128.3M
Discretionary$91.8M
Non-Disc.$36.5M
Employees1
Clients0
DateFeb 2022
Total AUM$161.5M
Discretionary$124.5M
Non-Disc.$37M
Employees1
Clients0
DateJan 2022
Total AUM$131.1M
Discretionary$103.8M
Non-Disc.$27.3M
Employees1
Clients0
DateJun 2021
Total AUM$131.1M
Discretionary$103.8M
Non-Disc.$27.3M
Employees1
Clients0
DateFeb 2021
Total AUM$131.1M
Discretionary$103.8M
Non-Disc.$27.3M
Employees1
Clients0
DateOct 2020
Total AUM$128.3M
Discretionary$92.7M
Non-Disc.$35.7M
Employees1
Clients0
DateJun 2020
Total AUM$128.3M
Discretionary$92.7M
Non-Disc.$35.7M
Employees1
Clients0
DateJun 2020
Total AUM$128.3M
Discretionary$92.7M
Non-Disc.$35.7M
Employees1
Clients0
DateMay 2020
Total AUM$128.3M
Discretionary$92.7M
Non-Disc.$35.7M
Employees1
Clients0
DateMar 2020
Total AUM$128.3M
Discretionary$92.7M
Non-Disc.$35.7M
Employees1
Clients0
DateJan 2020
Total AUM$105.7M
Discretionary$76.2M
Non-Disc.$29.5M
Employees1
Clients0
DateApr 2019
Total AUM$105.7M
Discretionary$76.2M
Non-Disc.$29.5M
Employees1
Clients0
DateFeb 2019
Total AUM$105.7M
Discretionary$76.2M
Non-Disc.$29.5M
Employees1
Clients0
DateOct 2018
Total AUM$115.3M
Discretionary$82.2M
Non-Disc.$33.1M
Employees1
Clients0
DateOct 2018
Total AUM$115.3M
Discretionary$82.2M
Non-Disc.$33.1M
Employees1
Clients0
DateAug 2018
Total AUM$115.3M
Discretionary$82.2M
Non-Disc.$33.1M
Employees1
Clients0
DateApr 2018
Total AUM$115.3M
Discretionary$82.2M
Non-Disc.$33.1M
Employees1
Clients0
DateMar 2018
Total AUM$115.3M
Discretionary$82.2M
Non-Disc.$33.1M
Employees1
Clients0
DateDec 2017
Total AUM$111.1M
Discretionary$77.7M
Non-Disc.$33.4M
Employees1
Clients0
DateFeb 2013
Total AUM$52.4M
Discretionary$0
Non-Disc.$52.4M
Employees1
Clients200
DateJan 2013
Total AUM$52.4M
Discretionary$0
Non-Disc.$52.4M
Employees1
Clients200
DateNov 2012
Total AUM$52.4M
Discretionary$0
Non-Disc.$52.4M
Employees1
Clients200
DateMar 2012
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees1
Clients200
DateMar 2011
Total AUM$56.6M
Discretionary$0
Non-Disc.$56.6M
Employees5
Clients--
DateSep 2008
Total AUM$61.2M
Discretionary$0
Non-Disc.$61.2M
Employees5
Clients--
DateMar 2007
Total AUM$62.9M
Discretionary$0
Non-Disc.$62.9M
Employees5
Clients--
DateSep 2005
Total AUM$32.8M
Discretionary$0
Non-Disc.$32.8M
Employees5
Clients--
DateJun 2004
Total AUM$32.8M
Discretionary$0
Non-Disc.$32.8M
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--