|
⚲
|
| James Scott S Co
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|
|---|---|
| CRD # | 105861 |
| SEC # | 801-123515 |
| CIK # | |
| AUM | $139.4 M (2026-03-30) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 703-533-2500 |
| Address | 6700 Arlington Blvd Falls Church, VA 22042 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 16.2 |
| (b) Individuals (high net worth individuals) | 85 | 123.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 267 | 139.4 |
| By Discretionary | ||
| Discretionary | 249 | 131.9 |
| Non-Discretionary | 18 | 7.5 |
| Total | 267 | 139.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.4 | |
| Total | 267 | 139.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chipser Wealth Management LLC
✚
|
FL | 0.1 |
|
Credentialed Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Gross Domestic Product Inc
✚
|
0.1 | |
|
Cravens Brothers Private Wealth Management LLC
✚
|
TX | 0.1 |
|
Clearwater Capital Management LLC
✚
|
0.1 | |
|
Broussard Financial Group LLC
✚
|
LA | 0.1 |
|
Dorato Capital Management
✚
|
0.1 | |
|
Howland and Associates LLC
✚
|
FL | 0.1 |
|
Marchand Faries Financial Management Inc
✚
|
0.1 | |
|
Strategic Probability Partners LLC
✚
|
0.1 |