Scott Marsh Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 10, 2026, reports $313M in regulatory assets under management, 10 employees, and 1,008 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
160
2
HNWI
36.8%
93
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$313Mas of March 10, 2026
Discretionary100.0%
$313M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$313M
Total Accounts1,008
10Y AUM Change+$210M (+202.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee25:1
10Y Employee Change+5 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2018. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.