RIA Intel›Advisers›California›DON SCHOLL & ASSOCIATES, INC.

DON SCHOLL & ASSOCIATES, INC.

Advisory

CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CA
#3,532
of 5,480 advisers by AUM
Average account
$250K
across 187 accounts
AUM per adviser
$47M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$47M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$47M
Discretionary AUM$46M
Non-Discretionary AUM$814K
Discretionary %98.3%
Total Clients120
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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