A complete list of active advisors currently associated with Scratch Capital

Warmer can help you find a great advisor at Scratch Capital or one who fits your needs even better.

Scratch Capital serves individual and high‑net‑worth clients, offering discretionary asset management, financial planning, and retirement plan services, including acting as an ERISA 3(38) investment manager. The firm also manages held‑away defined‑contribution participant accounts through a third‑party platform and includes ongoing financial planning for clients meeting its asset threshold. The firm typically operates with full discretionary trading authority and may appoint sub‑advisors to manage portions of client portfolios, applying a mix of fundamental, technical, charting and cyclical analysis and conducting portfolio reviews at least quarterly. For held‑away accounts the firm connects client accounts to a third‑party platform that allows review and rebalancing without Scratch Capital maintaining custody, and clients receive custodial statements and periodic performance reporting. A distinctive element in the brochure is the firm’s affiliation with an in‑house tax/accounting practice: the managing member owns a tax/accounting services company and allocates a small portion of time to that activity, with disclosures and client choice intended to mitigate conflicts. Coupled with its ERISA 3(38) plan capabilities and use of a held‑away participant account platform, this combination of investment management, plan fiduciary services, and affiliated accounting support is less common among comparable team firms.

To learn more about the advisors currently working at Scratch Capital, 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.