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| Happy Holidays!! thanks for using AUM13F!! |
| Scott Capital Advisors LLC
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| CRD # | 307980 |
| SEC # | 801-119200 |
| CIK # | 0001905673 |
| AUM | $968.4 M (2025-01-31) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 503-487-0860 |
| Address | 707 SW Washington Street Portland, OR 97205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.7 | ||
| Nvidia Corp | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Amazon Com Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 47.5 |
| (b) Individuals (high net worth individuals) | 101 | 249.6 |
| (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 | 8.0 |
| (h) Charitable organizations | 0 | 71.1 |
| (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 | 73.5 |
| (n) Other | 128 | 518.7 |
| Total | 802 | 968.4 |
| By Discretionary | ||
| Discretionary | 788 | 951.5 |
| Non-Discretionary | 14 | 16.9 |
| Total | 802 | 968.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 968.4 | |
| Total | 802 | 968.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001905673] |
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