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| Scott Capital Advisors LLC
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|---|---|
| CRD # | 307980 |
| SEC # | 801-119200 |
| CIK # | 0001905673 |
| AUM | 1,131.6 M (2026-02-02) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 503-487-0860 |
| Address | 707 SW Washington Street Portland, OR 97205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001905673 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.1 | ||
| Nvidia Corp | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 45.5 |
| (b) Individuals (high net worth individuals) | 116 | 277.8 |
| (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 | 7.3 |
| (h) Charitable organizations | 0 | 84.1 |
| (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 | 57.9 |
| (n) Other | 133 | 659.1 |
| Total | 828 | 1,131.6 |
| By Discretionary | ||
| Discretionary | 815 | 1,113.0 |
| Non-Discretionary | 13 | 18.6 |
| Total | 828 | 1,131.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,131.6 | |
| Total | 828 | 1,131.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905673] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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