SCOTT CAPITAL ADVISORS, LLC
CRD #307980 SEC #801-119200 PORTLAND, OR (503) 487-0860
SEC Registered
Total AUM
$968.4M
Discretionary
$951.5M
Employees
9
Clients
0
Accounts
802
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $968.4M | $951.5M | $16.9M | 9 | 0 |
| Feb 2024 | $919.3M | $900.8M | $18.4M | 9 | 0 |
| Jan 2023 | $768.9M | $727.4M | $41.5M | 9 | 0 |
| Sep 2022 | $777.2M | $720.9M | $56.3M | 9 | 0 |
| Feb 2022 | $777.2M | $720.9M | $56.3M | 9 | 0 |
| May 2021 | $682.3M | $647.3M | $35M | 7 | 0 |
| Feb 2021 | $682.3M | $647.3M | $35M | 7 | 0 |
| Nov 2020 | $836M | $548M | $288M | 3 | 0 |
| Jul 2020 | $0 | $0 | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$968.4M
Discretionary$951.5M
Non-Disc.$16.9M
Employees9
Clients0
DateFeb 2024
Total AUM$919.3M
Discretionary$900.8M
Non-Disc.$18.4M
Employees9
Clients0
DateJan 2023
Total AUM$768.9M
Discretionary$727.4M
Non-Disc.$41.5M
Employees9
Clients0
DateSep 2022
Total AUM$777.2M
Discretionary$720.9M
Non-Disc.$56.3M
Employees9
Clients0
DateFeb 2022
Total AUM$777.2M
Discretionary$720.9M
Non-Disc.$56.3M
Employees9
Clients0
DateMay 2021
Total AUM$682.3M
Discretionary$647.3M
Non-Disc.$35M
Employees7
Clients0
DateFeb 2021
Total AUM$682.3M
Discretionary$647.3M
Non-Disc.$35M
Employees7
Clients0
DateNov 2020
Total AUM$836M
Discretionary$548M
Non-Disc.$288M
Employees3
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0