Wealth manager, independent · London, United Kingdom
Scott Capital Partners
Scott Capital Partners LLP · SEC-registered investment adviser · CRD 332026 · SEC 801-131114
At a glance
Scott Capital Partners is an SEC-registered investment adviser based in London, United Kingdom, with $971 million in regulatory assets under management as of its Form ADV filed June 19, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 85 individual clients. By Form ADV it is a wealth manager, ranked 1,591st of 8,915 wealth managers and 5,465th of 17,210 SEC-registered advisers by assets.
Main office +442045742828scottcp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $971M
- Rank among wealth managers
- #1,591 of 8,915
- Rank among all SEC RIAs
- #5,465 of 17,210
- Individual clients
- 85
- High-net-worth clients
- 80
- Accounts
- 87
- Discretionary
- 88% of AUM
- Employees
- 20
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Anna F. O'ShaughnessyExecutive Member, Management Board, CCO and Ccro
- Jeanette M. TozerExecutive Member, Management Board and Head of Investment Management
- David M. ScottExecutive Member, Management Board, Managing Partner and CEO
- Meenakashi LakshmananExecutive Member, Management Board and Chief Investment Officer
- James E. GibbsExecutive Member, Management Board and COO
- Britta PfisterExecutive Member, Management Board and Head of Family Governance
- James R. LuptonMember, Management Board
Custody and brokerage
2 custodians
- Brown Shipley & Co Limited$426M81%
- Bank Pictet & CIE (europe) AG, London Branch$103M19%
Other RIAs using Brown Shipley & Co LimitedOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 80 | $962M | 99% |
| Other | 2 | $6M | <1% |
| Individuals | 5 | $3M | <1% |
Disciplinary disclosures
Scott Capital Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗scottcp.com ↗
AtlasMembers
The full record on Scott Capital Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 3,606 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Scott Capital Partners manage?
Scott Capital Partners reports $971 million in regulatory assets under management across 87 accounts, 88% of it on a discretionary basis, on its Form ADV filed June 19, 2026.
What kind of firm is Scott Capital Partners?
Scott Capital Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Scott Capital Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($962 million, 80 clients); other ($6 million, 2 clients); individuals ($3 million, 5 clients).
Does Scott Capital Partners have any disciplinary history?
Scott Capital Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Scott Capital Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →