Scott Capital Advisors, LLC

Scott Capital Advisors, LLC (CRD# 307980) is a financial advisory firm headquartered in Portland, OR. They manage $919,262,850 in 815 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
707 Sw Washington Street, Suite 810, Portland, OR 97205
https://www.scottcapitaladvisors.com/
By the Numbers
  • Total Assets Under Management
    919
    MILLION
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $1,127,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, MD, NV, OR, TX, WA

Financial Advisors at Scott Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brooke Anderson, financial advisor Portland OR
Brooke L. Anderson
CRD#: 6556696
707 Sw Washington Street, Suite 810, Portland, OR 97205

Brooke Anderson (CRD# 6556696) is an Investment Advisor Representative working at Scott Capital Advisors, LLC in Portland, OR and has over 6 years of experience in the finance industry.

2
Casey Scott, financial advisor Portland OR
Casey J. Scott
CRD#: 1782910
707 Sw Washington Street, Suite 810, Portland, OR 97205

Casey Scott (CRD# 1782910) is an Investment Advisor Representative working at Scott Capital Advisors, LLC in Portland, OR and has over 36 years of experience in the finance industry.

3
Jennifer Scott, financial advisor Portland OR
Jennifer R. Scott
CRD#: 4858057
707 Sw Washington Street, Suite 810, Portland, OR 97205

Jennifer Scott (CRD# 4858057) is an Investment Advisor Representative working at Scott Capital Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry.

4
Shaughn Scott, financial advisor Portland OR
Shaughn C. Scott
CRD#: 5320069
707 Sw Washington Street, Suite 810, Portland, OR 97205

Shaughn Scott (CRD# 5320069) is an Investment Advisor Representative working at Scott Capital Advisors, LLC in Portland, OR and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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