Scott Investment Advisors, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scott Investment Advisors, L.P. provides full discretionary portfolio management for a small client base that includes qualified corporate plans, individual IRAs, trusts, personal accounts and corporate taxable accounts. The firm implements its SAM model strategies across stocks, bonds, money market funds, ETFs and, when needed, closed‑end funds.
SIA principally constructs portfolios using ETFs and combines fundamental and quantitative analysis with a multi‑variant optimization application and top‑down macro assessment to build tax‑aware, long‑term oriented allocations. Clients complete a scored profile that is matched to one of six SAM model strategies, and the firm conducts weekly model reviews with periodic rebalancing and quarterly structural evaluations.
Notably, SIA serves as the sponsor of its wrap fee program and partners with FOLIOfn to bundle advisory, custody, execution and reporting services under a single contract, a structure less common among peers. The firm also publishes and distributes research and educational materials directly to clients and is managed by a small, long‑tenured advisory team of two permanent portfolio managers.
Client services
Expertise
Fee options
$0 - $249,999: 1.90% $249,999 - $499,999: 1.50% $499,000 - $999,999: 1.30% $999,999 - $2,999,999: 1.00% $2,999,999+: 0.90%
Account minimum: No minimum size account requirement; however, accounts below $20,000 with no future additions may be impractical Minimum fee: $300 annual minimum fee for SAM Management; $900 annual minimum fee for SAM Management Plus; $1,425 annual minimum fee for SAM Management 1; $300 minimum fee for SAM Institutional; $600 minimum fee for SAM Institutional 1 Fee-only: Fees are bundled into a single wrap fee covering advice, custody, execution, brokerage commissions, and reporting services.
Main office
357 E Kelly Ave
Jackson WY 83001
Advisors at this office
1
Most active in
Wyoming
Also doing business as
Scott Investment Advisors Limited Partnership · Scott Investment Advisors, L.P. · Scottadvisors.Com
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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