DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S•••••• C••••••
Legal name S•••••• C•••••• L••
Latest filing Mar 17, 2026
First filing on the tape Jul 23, 2024 · 7 filings
SEC status approved since Aug 22, 2024
RAUM
$230M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$209M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$57.5M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$230M as of Mar 17, 2026
Jan 22, 2025$141M then
HNW client RAUM$187M as of Mar 17, 2026
Jan 22, 2025$124M then
State-registered IARs (5.B.3)4 as of Mar 17, 2026
Jan 22, 20254 then
Employees (5.A)4 as of Mar 17, 2026
Jan 22, 20254 then
Private funds: no history
RAUM +63% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $57.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $407,895derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +63%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +52%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$187M81%
- Individuals$21.7M9.4%
- Corporations and businesses$20.8M9.0%
- Pension and profit-sharing plans$74,7190.0%
- Individual clients
- 86reported
- HNW clients
- 64reported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 564reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••• M•••••• L••• | Boise, Id | Feb 16, 2022 | 14 y | 1 |
| J••••• L••• | Boise, Id | Dec 4, 2023 | 12 y | 0 |
| S••••• T••••• T••• | Boise, Id | Jan 11, 2024 | 12 y | 0 |
| D•••• A•••••••• J••••Chartered Financial Analyst | Boise, Id | Jan 20, 2025 | 30 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- D•••• A•••••••• J•••• from R• I••••••••• M••••••••• L••Jan 20, 2025 · RIA to RIA
- A••••• M•••••• L••• from R• I••••••••• M••••••••• L••Feb 16, 2022 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L•••• A•••••• M•••••• · Managing Member/Investment Advisor Representative/Chief Compliance Officercontrolsince 02/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boise, Id · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 17, 2026RAUM (Item 5.F) moved from $141,190,334 to $230,052,827 (+63.0%) between the annual amendments of 2025-03-31 and 2026-03-17; the peer median change was +15.0% (4550 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 97% percentile
- account count surgeChange between filings · filing Mar 17, 2026accounts (Item 5.F.2.f) moved from 337.0 to 564.0 (+67.0%) between the annual amendments of 2025-03-31 and 2026-03-17; the peer median change was +5.0% (3687 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 337 to 564Oct 16, 2025 to Mar 17, 2026
- Corporate clients · 9 to 11Oct 16, 2025 to Mar 17, 2026
- HNW clients · 53 to 64Oct 16, 2025 to Mar 17, 2026
- Individual clients · 46 to 86Oct 16, 2025 to Mar 17, 2026
- Pension plan clients · unset to 1.0Oct 16, 2025 to Mar 17, 2026
- Financial planning clients · 51-100 to 101-250Oct 16, 2025 to Mar 17, 2026
- Discretionary RAUM · $141M to $230MOct 16, 2025 to Mar 17, 2026
- HNW RAUM · $124M to $187MOct 16, 2025 to Mar 17, 2026
- Individual RAUM · $11.1M to $21.7MOct 16, 2025 to Mar 17, 2026
- Pension RAUM · unset to 74719.0Oct 16, 2025 to Mar 17, 2026
- RAUM · $141M to $230MOct 16, 2025 to Mar 17, 2026
- Financial planning clients · 51-100 to 51-100Mar 31, 2025 to May 22, 2025
- Advisory activities · 3 to 5Jan 22, 2025 to Mar 31, 2025
- Related insurance company · false to trueJan 22, 2025 to Mar 31, 2025
- Accounts · 276 to 337Aug 26, 2024 to Jan 22, 2025
- Advisory employees · 3 to 4Aug 26, 2024 to Jan 22, 2025
- Corporate clients · unset to 9.0Aug 26, 2024 to Jan 22, 2025
- HNW clients · 46 to 53Aug 26, 2024 to Jan 22, 2025
- Individual clients · 40 to 46Aug 26, 2024 to Jan 22, 2025
- Employees · 3 to 4Aug 26, 2024 to Jan 22, 2025
- State-registered IARs · 3 to 4Aug 26, 2024 to Jan 22, 2025
- Discretionary RAUM · $115M to $141MAug 26, 2024 to Jan 22, 2025
- HNW RAUM · $107M to $124MAug 26, 2024 to Jan 22, 2025
- Individual RAUM · $7.9M to $11.1MAug 26, 2024 to Jan 22, 2025
- RAUM · $115M to $141MAug 26, 2024 to Jan 22, 2025
Signals
1 dated events
- S•••••• C•••••• filed its initial SEC registration (Form ADV)Jul 23, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- service@scratch-capital.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 208-901-8018reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/scratch-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- scratch-capital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 208-901-8018reportedpublic record, Form ADV, Mar 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $57.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026