SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES

SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES of ST. HELENA, CA is an SEC-registered investment adviser (CRD 135506). Regulatory assets under management: $63.2M.

Registration

• CRD: 135506
• Type: Registered investment adviser
• Location: 340 MCCORMICK STREET, ST. HELENA, CA, 94574-1457
• Phone: 707-963-3661
• Latest filing: 2026-01-28
• Regulatory AUM: $63.2M
• Discretionary AUM: $63.2M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135506 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search