RIA Intel›Advisers›California›SCOTT, PATRICK DOUGLAS

SCOTT, PATRICK DOUGLAS

Advisory

ST. HELENA, CA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in CA

#3,216

of 5,480 advisers by AUM

Average account

$645K

across 98 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients98

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

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

98 clients

19 high-net-worth

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

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