Scratch Capital LLC
Scratch Capital LLC is an investment advisory firm headquartered in Boise, Idaho, United States. The firm specializes in wealth management and serves a wide range of clients, including individuals (with a focus on high net worth clients) and retirement plans, by acting as an independent fiduciary and an ERISA 3(38) Investment Manager. Scratch Capital LLC was founded in recent years (exact founding year not found) and has a small team of around 3-4 employees. The firm manages over $140 million in regulatory assets under management as of mid-2025.
Investment Strategy
Scratch Capital LLC focuses on building, managing, and protecting client wealth with an emphasis on long-term investing and tailored portfolios. The firm serves as an independent fiduciary, offering objective, client-centric investment management. Its approach includes portfolio diversification across ETFs and defined portfolios for retirement plans, acting as an ERISA 3(38) Investment Manager. The firm prioritizes risk management and creates strategies aligned with each client's financial goals, with a strong orientation to retirement to help clients achieve sustainable financial independence.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 15.40% | $23.3M | 605,383 | $34.96 | $38.57 | +$3.6M |
V VGSH | VANGUARD SCOTTSDALE FDS | 10.48% | $15.9M | 269,854 | $58.37 | $58.85 | +$550.0K |
D DFIC | DIMENSIONAL ETF TRUST | 9.15% | $13.9M | 423,170 | $27.02 | $32.79 | +$1.4M |
D DUHP | DIMENSIONAL ETF TRUST | 8.91% | $13.5M | 357,718 | $34.34 | $37.77 | +$2.1M |
D DFSV | DIMENSIONAL ETF TRUST | 7.37% | $11.2M | 350,953 | $29.16 | $31.84 | +$1.6M |