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Scott Coy

Coy Capital Management
25 Years of Experience
Monroeville, PA
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Scott Coy is a registered investment advisor at Coy Capital Management, based in Monroeville, PA, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 117 clients with $74M in assets under management.

Coy Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
117 clients
Average Client Portfolio
$629K average
Assets Under Management
$73.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable in certain circumstances and may be higher or lower than the standard fee. Billed quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2790 Mosside Boulevard, Suite 540, Monroeville, PA, 15146

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2019
Final
Regulatory
April 2011
Final
Regulatory
January 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is a consultant on real estate transactions through SW Coy Consulting Inc, dedicating about 10-20% of his time. He is also the President, CEO, and Owner of S W Coy Financial Inc, selling fixed insurance, and the President, CEO, and Owner of Coy Capital Management, Inc., an investment advisory firm, dedicating about a quarter of his time to the latter.

Employment History
Current Registrations
Coy Capital Management
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Invicta Advisors LLC
July 2020 - November 2023 · 3 yrs 4 mos
Trustmont Advisory Group, INC.
October 2016 - April 2018 · 1 yr 6 mos
Centaurus Financial, INC.Broker
December 2009 - August 2010 · 8 mos
Questar Capital CorporationBroker
December 2006 - December 2009 · 3 yrs
Usallianz Securities, INC.Broker
June 2004 - December 2006 · 2 yrs 6 mos
Securian Financial Services, INC.Broker
October 2000 - June 2004 · 3 yrs 8 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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