RIA Intel›Advisers›Texas›SCOTT AND ASSOCIATES OF TEXAS, INC.

SCOTT AND ASSOCIATES OF TEXAS, INC.

Advisory

TX

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in TX

#2,212

of 2,813 advisers by AUM

Average account

$395K

across 42 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$12M

Non-Discretionary AUM$5M

Discretionary %71.2%

Total Clients42

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

42 clients

28 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

BRIGGS MANAGEMENT & RESEARCH CO.

$17M

FIDELIUM INVESTMENT ADVISERS, LLC

$17M

NASHIONAL INDEPENDENT INVESTMENT MANAGEMENT LLC

$16M

ORION WEALTH MANAGEMENT LLC

$16M

INTERNATIONAL ASSET MANAGEMENT, INC.

$16M

ACCESS GLOBAL ADVISORS

$17M

Get the full picture on SCOTT AND ASSOCIATES OF TEXAS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SCOTT AND ASSOCIATES OF TEXAS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans