Scott Clampitt, Registered Investment Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers discretionary portfolio management along with financial planning and consulting to individuals, high‑net‑worth clients, and corporate entities, using an assets‑under‑management fee model and occasional hourly engagements for specific projects. Portfolios may include mutual funds, ETFs/ETNs, and individual stocks and bonds, with clients maintaining custody of their assets at a qualified custodian.
The advisor typically pursues a long‑term investment approach while using both fundamental and technical analysis and will trade more actively for rebalancing or to meet client needs. The firm works with clients to develop an Investment Policy Statement, set strategic asset allocations, and conducts at least monthly reviews of managed accounts.
What distinguishes this firm from many peers is its unusually small scale: it operates as a solo practice with a very limited client base and total assets in the low six figures, which can affect capacity and the degree of direct advisor involvement. The firm does not take custody of client assets, executes trades through client‑selected custodians (including Charles Schwab for client billing and execution), and discloses a 2017 consent agreement regarding late annual updates that was subsequently remedied.
Client services
Expertise
Fee options
$0.00 - $99,999.99: 0.167% per month $100,000.00 - $249,999.99: 0.150% per month $250,000.00 - $499,999.99: 0.133% per month $500,000.00 - $999,999.99: 0.117% per month $1,000,000.00+: 0.100% per month
Level I Service: $75.00 per hour; Level II Service: $125.00 per hour; Level III Service: $250.00 per hour
Main office
New Castle IN
Advisors at this office
1
Most active in
Indiana
Also doing business as
Scott Clampitt, Registered Investment Advisor · Scott Wayne Clampitt
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")