Scott Capital Partners is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated June 18, 2025, reports $739M in regulatory assets under management, 18 employees, and 70 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.0% of total clients.
Top client categories% of clientsClients
1
HNWI
92.0%
80
2
Individuals
5.7%
5
3
Irrevocable Trusts/Estates
2.3%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$971Mas of June 19, 2026
Discretionary88.4%
$857M
88% of total RAUM88.4%
Non-discretionary11.6%
$113M
12% of total RAUM11.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$971M
Total Accounts87
10Y AUM Change+$281M (+40.8%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee4:1
10Y Employee Change+6 (+42.9%)
Rialytix.com
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.
* 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.