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Scott Investment Advisors Limited Partnership (Jackson)


Scott Investment Advisors Limited Partnership is an adviser based in Jackson. It manages $5 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Scott Investment Advisors Limited Partnership provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scott Investment Advisors Limited Partnership: assets under management

The assets under management (AUM) of Scott Investment Advisors Limited Partnership is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scott Investment Advisors Limited Partnership for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Scott Family Trust General partner 1 Aug 1997 50% - 75% xxx-xx-xxxx
Moosetree Partners. Limited Partnership Stockerholder 1 Sep 1997 75% - 100% 84-1429716
Moosetree Partners. Limited Partnership Limited partner 1 Oct 2000 Other 84-1429716
Inc. 1910 Financial Corporation Shareholder 1 Oct 2000 75% - 100% 84-1429845
Marjorie Scott Nelson Trust Limited partner 1 Dec 2000 25% - 50% xxx-xx-xxxx

Based in Jackson

The principal office where Scott Investment Advisors Limited Partnership performs its advisory services is located at 349 East Kelly Avenue, Jackson, WY 83001 The mailing address of the firm is 60 60 Th Pl, Long Beach, CA 90803. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 562-900-7261 or by fax 562-438-0411. The normal business hours are 9-3pm on Monday - Friday. You can find more information about the New York firm at scottadvisors.com.


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