RIA Intel›Advisers›Wyoming›SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

Advisory

JACKSON, WY

Data as of Nov 26, 2024 · Source: SEC Form ADV

Average account

$357K

across 14 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Nov 26, 2024.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndOctober

Operates InWY

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.

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Owners & Officers

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

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Client Demographics

15 clients

4 high-net-worth

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

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Advisers of similar size in WY

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

EQUITY FINANCIAL MANAGEMENT

$5M

KELLER INVESTMENT ADVISORS LLC

$6M

WATER DOG ASSET MANAGEMENT LLC

$6M

+23.5% 1Y

LEGACY WEALTH CAPITAL, LLC.

$7M

KENOBI WEALTH LLC

$7M

REGATTA FINANCIAL LLC

$2M

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