Scott Allison
Kera Capital · San Jose, California
Scott Allison is a fee-only financial advisor at Kera Capital in San Jose, California. Scott focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Kera Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Kera Capital |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.36B across 1,045 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7522539 |
| Exams passed | Series 66 (2022) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.keracapital.com |
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Questions about Scott
Is Scott Allison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Kera Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Kera Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Allison based?
Scott Allison is based in San Jose, California.
What does Scott specialize in?
Scott's specialties include equity compensation, founders (pre-exit), estate & legacy planning and family wealth transfer. Scott works with founders and executives.
Is Scott Allison registered with the SEC?
Yes. Scott Allison is registered as an investment adviser representative in CA (CRD 7522539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kera Capital manage?
Kera Capital reports $1.36B across 1,045 accounts in assets under management.
How do I contact Scott Allison?
Through Scott's website, www.keracapital.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
- Kera Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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