Managing Member · Scott Capital Advisors, LLC
Casey J. Scott
CRD 1782910 · Named on Form ADV at one SEC-registered adviser
At a glance
Scott Capital Advisors, LLC, an SEC-registered asset manager based in Portland, OR with $1.1 billion in regulatory assets, lists Casey J. Scott on its Form ADV as Managing Member, a control person.
Firms and roles
- Scott Capital Advisors, LLCManaging MemberAsset manager · Portland, OR · $1.1B in regulatory assets
AtlasMembers
Casey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jennifer R. ScottManaging Member and Chief Compliance Officer, Scott Capital Advisors, LLC
- Shaughn C. ScottManaging Member, Scott Capital Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Casey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.