RIA Intel›Advisers›Washington›SCRUGGS ADVISORS, LLC

SCRUGGS ADVISORS, LLC

Advisory

BATTLE GROUND, WA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in WA

#459

of 505 advisers by AUM

Average account

$2M

across 41 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$63M

Discretionary AUM$3M

Non-Discretionary AUM$60M

Discretionary %4.5%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, WA

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

41 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

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

MG FINANCIAL, INC.

$63M

LIMOGES INVESTMENT MANAGEMENT PC

$63M

BORTEL INVESTMENT MANAGEMENT, LLC

$63M

SOUND INVESTMENT STRATEGIES, INC.

$63M

PROVIDENT LIVING ADVISORS LLC

$63M

CONVEXITY WEALTH MANAGEMENT, LLC

$64M

Get the full picture on SCRUGGS ADVISORS, LLC

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

Create a free account →See plans