G. Scott Capital Partners, LLC (Rowayton)


G. Scott Capital Partners, LLC is an adviser based in Rowayton. It manages $86.3 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2013.

G. Scott Capital Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

G. Scott Capital Partners: assets under management

The assets under management (AUM) of G. Scott Capital Partners, LLC is $86.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $86.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.19 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay G. Scott Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based 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 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Frances Annette Scott Trustee 1 Dec 1993 75% - 100% 6152733
Llc Tally 1 Member 1 Dec 2012 25% - 50% 46-1612863
1993 As Amended Frances Annette Scott Revocable Trust U/T/A Dated December 14 Member 1 Dec 2012 75% - 100% xxx-xx-xxxx
Gregory David Scott Member, manager 1 Dec 2012 50% - 75% 2372408

Based in Rowayton

The principal office where G. Scott Capital Partners, LLC performs its advisory services is located at 140 Rowayton Avenue, Rowayton, CT 06853, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-939-1890 or by fax 239-263-9031. The normal business hours are 8:30am to 6pm on Monday - Friday. You can find more information about the New York firm at scottcap.net.