AS
AS

Adam Scott

21 Years of Experience
Los Angeles, CA

Adam Scott is a registered investment advisor at Argyle Capital Partners, LLC, based in Los Angeles, CA, with 21 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 177 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
177 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$190.4M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees may be negotiable at ACP's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1925 Century Park East, Suite 1140, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam is the President of the Barrington Court HOA, a homeowners association, since October 2023. He spends a few hours per week managing relationships with vendors, owners, and the property management company.

Employment History
Current Registrations
Argyle Capital Partners, LLC
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Gross Domestic Product, INC
August 2010 - June 2012 · 1 yr 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2007 - April 2007 · 3 mos
UBS Financial Services INC.
January 2005 - February 2007 · 2 yrs 1 mo
State Registrations1 state
CA
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.
Adam Scott - Financial Advisor | TrueAdvisor