SCOTT WHITE ADVISORS, LLC
Adviser information for SCOTT WHITE ADVISORS, LLC last updated from Form ADV on February 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 195 | $91.8M |
| Non-Discretionary | 70 | $36.5M |
| Total | 265 | $128.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 71 | $26.1M |
| HNW Individuals | 31 | $92.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $9.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-112303 |
|---|---|
| SEC ERA File Number | 801-112303 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 129972 |
| Legal Entity Identifier | None |
Principal Office
1510 ROYAL PALM SQUARE BLVDSUITE 103
FORT MYERS
FL
United States
Monday - Friday, 9A.M.-5P.M.
Tel: 239-936-6300, Fax: 239-936-0780
Chief Compliance Officer
A. SCOTT WHITE
1510 ROYAL PALM SQUARE BLVD
SUITE 103
FORT MYERS
FL
United States
Tel:
239-936-6300
Fax:
239-936-0780
S****@*********************M
(Full email address available in API data)
Regulatory Contact
KELLY JELENCHICK
OPERATIONS MANAGER
1510 ROYAL PALM SQUARE BLVD
SUITE 103
FORT MYERS
FL
United States
Tel:
239-936-6300
Fax:
239-936-0780
K****@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WHITE, ANTHONY, SCOTT | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 01/2002 | > 75% |