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SCAMARDO FINANCIAL LLC

Advisory

TX

Data as of Jun 29, 2026 · Source: SEC Form ADV

Rank in TX

#2,316

of 2,813 advisers by AUM

Average account

$217K

across 53 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$0

Non-Discretionary AUM$12M

Discretionary %0%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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WHITNEY FINANCIAL STRATEGIES LLC

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