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•••••• P•••••••
Legal name S•••• C•••••• P••••••• L••
Latest filing Jun 19, 2026
First filing on the tape Aug 15, 2024 · 5 filings
SEC status approved since Sep 16, 2024
RAUM
$971M
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
99%
$965M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$971M
derived; firm RAUM over IAPD count
Employees
20
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$971M as of Jun 19, 2026
Jun 18, 2025$739M then
HNW client RAUM$962M as of Jun 19, 2026
Jun 18, 2025$738M then
State-registered IARs (5.B.3)0 as of Jun 19, 2026
Jun 18, 20250 then
Employees (5.A)20 as of Jun 19, 2026
Jun 18, 202518 then
Private funds: no history
Practice profile
derived from the filing of Jun 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $971MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 85derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $12.0MderivedHNW RAUM over HNW clients
- Average account
- $11.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 20.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$962M100%
- Individuals$2.6M0.3%
- Individual clients
- 5reported
- HNW clients
- 80reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 87reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| T••••• C•••••• S•••••• | London | Dec 8, 2025 | 11 y | 0 |
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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G••••• J••••• E••••• G••••••• · Executive Member And Coocontrolsince 09/2022 · owns 5% to 10%
- L••••••••• M••••••••• · Executive Member, Management Board And Chief Investment Officer Board And Coocontrolsince 09/2022 · owns 5% to 10%
- O••••••••• A•••• F•••••• · Executive Member, Managementcontrolsince 09/2022 · owns less than 5%
- P••••••• B••••• · Executive Member, Management Board And Head Of Family Governancecontrolsince 01/2023 · owns less than 5%
- S••••• D••••• M••••• · Executive Member, Management Board, Managing Partner And Ceocontrolsince 05/2022 · owns 50% to 75%
- T••••• J•••••••• M••• · Executive Member, Management Board And Head Of Investment Managementcontrolsince 12/2022 · owns 5% to 10%
- L•••••• J••••• R•••• · Member, Management Boardsince 10/2024 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Jun 19, 2026RAUM per account of $11,155,743 against a peer median of $610,947 (1443 comparable advisers, 100.0th percentile, 7.1 robust deviations)peers: independent wealth managers, $500M to $1B (1,443) · 100% percentile
- control person changedChange between filings · filing Jun 19, 2026G••••• J••••• E••••• G••••••• (EXECUTIVE MEMBER AND COO) left Schedule A between the filings of 2024-08-15 and 2026-06-19peers: independent wealth managers, $500M to $1B (1,482)
- business activity changedChange between filings · filing Jun 19, 2026portfolio management for pooled vehicles (Item 5.G.4): yes on the filing of 2025-06-18, no on the filing of 2026-06-19peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 70 to 87Jun 18, 2025 to Jun 19, 2026
- Advisory activities · 2 to 1Jun 18, 2025 to Jun 19, 2026
- HNW clients · 69 to 80Jun 18, 2025 to Jun 19, 2026
- Individual clients · 0 to 5Jun 18, 2025 to Jun 19, 2026
- Employees · 18 to 20Jun 18, 2025 to Jun 19, 2026
- Discretionary RAUM · $656M to $857MJun 18, 2025 to Jun 19, 2026
- HNW RAUM · $738M to $962MJun 18, 2025 to Jun 19, 2026
- Individual RAUM · $0 to $2.6MJun 18, 2025 to Jun 19, 2026
- Non-discretionary RAUM · $83.3M to $113MJun 18, 2025 to Jun 19, 2026
- RAUM · $739M to $971MJun 18, 2025 to Jun 19, 2026
- Accounts · 202 to 70Sep 25, 2024 to Jun 18, 2025
- Advisory employees · 6 to 8Sep 25, 2024 to Jun 18, 2025
- HNW clients · 59 to 69Sep 25, 2024 to Jun 18, 2025
- Employees · 14 to 18Sep 25, 2024 to Jun 18, 2025
- Financial planning clients · unset to Sep 25, 2024 to Jun 18, 2025
- HQ state · unset to Sep 25, 2024 to Jun 18, 2025
- Discretionary RAUM · $604M to $656MSep 25, 2024 to Jun 18, 2025
- HNW RAUM · $688M to $738MSep 25, 2024 to Jun 18, 2025
- Non-discretionary RAUM · $85.8M to $83.3MSep 25, 2024 to Jun 18, 2025
- RAUM · $689M to $739MSep 25, 2024 to Jun 18, 2025
- Advisory employees · 5 to 6Sep 16, 2024 to Sep 25, 2024
- Employees · 13 to 14Sep 16, 2024 to Sep 25, 2024
Signals
2 dated events
- S•••• C•••••• P••••••• reported RAUM $970.5M, up 31% from $739.3M (2025-06-18 to 2026-06-19)Jun 19, 2026 · RAUM change · derived
- S•••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Aug 15, 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
- i•••@s••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/scott-capital-partners-llpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- s••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +442045742828reportedpublic record, Form ADV, Jun 19, 2026
- Contact form
- s••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- s••••••.comreportedpublished by the firm, firm site, Sep 15, 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
- $971Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026