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SCOTT CAPITAL ADVISORS, LLC

PORTLAND, OR · CRD 307980 · IAPD ↗ · scottcapitaladvisors.com · (503) 487-0860

$1.13BRegulatory AUM
4Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — SCOTT CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($968.4M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.