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SCRATCH CAPITAL

BOISE, ID · CRD 318835 · IAPD ↗ · 208-901-8018

$230.1MRegulatory AUM
4Advisory reps
4Employees
162Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — SCRATCH CAPITAL reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2026 — SCRATCH CAPITAL reported RAUM up 63% ($141.2M -> $230.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — SCRATCH CAPITAL notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2025 — SCRATCH CAPITAL notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2024 — SCRATCH CAPITAL (BOISE, ID) is newly SEC-registered with $114.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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