# SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES

SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES of ST. HELENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135506
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135506/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135506/similar
- Related entities: https://search.stillhousedata.com/firm/135506/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135506

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.