Casey Scott
Scott Capital Advisors · Portland, Oregon
Casey Scott is a fee-only financial advisor at Scott Capital Advisors in Portland, Oregon. Scott Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Casey →
Facts
| Firm | Scott Capital Advisors |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 828 accounts |
| SEC registration | Investment adviser representative in OR · CRD 1782910 |
| Exams passed | Series 63 (1988) · Series 65 (1992) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.scottcapitaladvisors.com |
How Casey's firm compares
- Scott Capital Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 828 accounts).
Request an introduction to Casey
Tell Casey a little about what you're looking for. Casey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Casey
Is Casey Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Scott Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, Scott Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Casey Scott based?
Casey Scott is based in Portland, Oregon.
Is Casey Scott registered with the SEC?
Yes. Casey Scott is registered as an investment adviser representative in OR (CRD 1782910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Scott Capital Advisors manage?
Scott Capital Advisors reports $1.13B across 828 accounts in assets under management.
How do I contact Casey Scott?
Through Casey's website, www.scottcapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.