This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.29 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.1BItem 5.F on the latest filing (2026-02-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.1B

Private client RAUM

$323MderivedItem 5.D individuals plus high net worth individuals

Private client share

29%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$189Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

828

Individual clients

163

High net worth clients

116

Custody, client assets

$521M

SEC number

801-119200

CIK

1905673

CRD

307980

Filings on the tape

11

First filed

Jun 30, 2020

Latest filed

Feb 2, 2026

Organised

Limited Liability Company, DE

Website

scottcapitaladvisors.com

• Occurred

  Jun 30, 2020
  First Form ADV filing

  Scott Capital Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e0d711f8-8d2d-a9ef-8c36-9ce6032f563b

First observed

Jun 30, 2020

Last observed

Feb 2, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.