FINANCIAL ADVISING BUILT AROUND YOU
DIFFERENT CLIENTS.
SAME LEVEL OF CARE.
Your finances are personal, and so is our approach.
As a family firm, we understand what it takes to build a lasting legacy, and for decades we've worked alongside our clients through market swings, major milestones, and everything in between. When you work with Scott Capital Advisors, you get advisors who are in it for the long haul.
From individuals and families to institutional clients and labor organizations, our approach doesn't change. Every client receives personalized, disciplined advice built around their specific situation — not a one-size-fits-all plan.
ASSETS UNDER MANAGEMENT
YEARS OF EXPERIENCE
100%
INDEPENDENT FIDUCIARY ADVICE
NUMBER OF STATES WE WORK IN
X
30+
$1B+
FINANCIAL ADVISING BUILT ON EXPERTISE & TRUST
INDIVIDUALS
From pre-retirees and business owners to high-net-worth families, we build personalized wealth management around your specific life stage. Investment management, retirement planning, and estate planning — all tailored to you.
INSTITUTIONS
We partner with retirement plans, endowments, and nonprofits to help fiduciaries navigate investment oversight and regulatory compliance. Our guidance is always objective, prudent, and focused on long-term success.
LABOR ORGANIZATIONS
We work with over 20 labor organizations across the U.S., managing Operating Funds, Training Trusts, and Health and Welfare Trusts. Our expertise helps trustees fulfill their fiduciary responsibilities with confidence and clarity.
WHEN YOU WORK WITH US
WE WORK FOR YOU
As a Registered Investment Adviser (RIA), we're legally required to act in your best interest, not a brokerage's or fund company's. We work for you.
OUR FEES ARE CLEAR
We are fee-only, meaning we are compensated solely by our clients – not through commissions or third-party incentives. We charge a transparent fee based on a percentage of assets under management (AUM).
VERIFIED CREDENTIALS
Our advisors hold the CFP®, CIMA®, and AIF® designations — among the most rigorous in the industry. Expertise you can verify, not just take our word for.