Scott Capital Advisors, LLC
Scott Capital Advisors, LLC is a family-run, independent Registered Investment Adviser (RIA) headquartered in Portland, OR. Founded by industry veterans with over 30 years of collective experience, the firm specializes in offering comprehensive investment advisory services to individuals, families, and institutions. As of 2025, Scott Capital Advisors has 9 employees and places a strong emphasis on building client legacies with personalized, objective advice. The firm supports clients nationwide and has transitioned to the RIA structure to enhance its service offerings.
Investment Strategy
Scott Capital Advisors operates as a fee-only fiduciary, combining multigenerational expertise and long-term planning to empower clients with tailored, objective investment solutions. The firm employs a strategic asset allocation approach, diversified through individual equities and ETFs—including substantial holdings in broad-market, growth, and dividend-oriented funds—targeting both portfolio growth and preservation. Advisory accounts for high net worth individuals, families, charitable organizations, and select institutions are managed on a discretionary and non-discretionary basis, leveraging industry partnerships (e.g., Fidelity Institutional) to ensure robust asset custody and execution.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.90% | $74.7M | 120,695 | $424.59 | $612.38 | +$4.2M |
S SCHD | SCHWAB STRATEGIC TR | 11.59% | $51.2M | 1,883,413 | $26.35 | $27.30 | +$1.6M |
B BIV | VANGUARD BD INDEX FDS | 9.33% | $41.2M | 528,337 | $76.35 | $78.09 | +$16.3M |
V VUG | VANGUARD INDEX FDS | 9.26% | $40.9M | 84,018 | $264.42 | $479.61 | +$2.2M |
V VB | VANGUARD INDEX FDS | 7.88% | $34.8M | 135,024 | $201.28 | $254.28 | +$2.7M |