A complete list of active advisors currently associated with Scott Clampitt, Registered Investment Advisor
Warmer can help you find a great advisor at Scott Clampitt, Registered Investment Advisor or one who fits your needs even better.
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.
To learn more about the advisors currently working at Scott Clampitt, Registered Investment Advisor, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Castle, IN
| 21
|
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