Scott Marsh Financial, LLC
Scott Marsh Financial, LLC is an investment advisory firm based in Millcreek, Utah. The firm is registered with the SEC and primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, as well as charitable organizations. It manages investment portfolios with a strong focus on public equities and offers comprehensive wealth management solutions. The firm reports 11 employees, with over half directly involved in investment advisory activities as of early 2025. Scott Marsh Financial, LLC operates with the mission to provide skilled financial advice, asset allocation, and portfolio management tailored to client goals.
Investment Strategy
Scott Marsh Financial, LLC primarily manages discretionary investment portfolios with a focus on public equities, including large-cap technology and growth companies. Their 13F filings show substantial holdings in blue-chip stocks such as Apple, Microsoft, Amazon, Nvidia, and others. The firm caters mainly to individual investors and allocates assets across sectors to achieve long-term growth, risk management, and diversification. Investment decisions are guided by thorough research, market analysis, and the aim to align investment choices with the client’s financial objectives.
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.69% | $12.6M | 61,640 | $205.17 | $205.17 | +$12.6M |
M MSFT | MICROSOFT CORP | 4.02% | $10.8M | 21,802 | $497.41 | $497.41 | +$10.8M |
A AMZN | AMAZON COM INC | 3.27% | $8.8M | 40,242 | $219.39 | $219.39 | +$8.8M |
N NVDA | NVIDIA CORPORATION | 2.79% | $7.5M | 47,610 | $157.99 | $157.99 | +$7.5M |
O ORCL | ORACLE CORP | 2.19% | $5.9M | 26,952 | $218.63 | $218.63 | +$5.9M |