|
⚲
|
| Keyboard |
| Sawtelle Charles Scott
✚
|
|
|---|---|
| CRD # | 158732 |
| SEC # | 801-135412 |
| CIK # | |
| AUM | 107.0 M (2026-03-26) |
| Employees | |
| Phone | 512-299-8031 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 81.0 |
| (b) Individuals (high net worth individuals) | 10 | 26.0 |
| (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 | 247 | 107.0 |
| By Discretionary | ||
| Discretionary | 247 | 107.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 107.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.0 | |
| Total | 247 | 107.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 95 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hogan Investment Counsel LLC
✚
|
TN | 107.2 M |
|
Hartley Advisors Corp
✚
|
107.2 M | |
|
Total Wealth Advisors LLC
✚
|
MN | 107.2 M |
|
RS Asset Management LLC
✚
|
CO | 107.2 M |
|
Turner Capital Investments LLC
✚
|
TX | 107.2 M |
|
Independent Wealth Management LLC
✚
|
WI | 107.1 M |
|
RK Asset Management LLC
✚
|
107.0 M | |
|
Potomac Investment Company
✚
|
107.0 M | |
|
603 Financial Advisors LLC
✚
|
106.9 M | |
|
ELLA Financial Advising LLC
✚
|
CA | 106.9 M |