D
$46.7M Total AUM
$45.9M Disc. AUM
-- 3Y CAGR
2 Employees
120 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-1995
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About DON Scholl & Associates, Inc.
Don Scholl & Associates is a Los Angeles financial planning firm serving retail clients, including entrepreneurs, with integrated tax, estate and insurance planning. The team actively manages stock and bond portfolios using technical analysis to adjust positioning as markets change, aiming to limit risk and capture gains. Clients receive a weekly video market update; custody includes Pershing.
Team overview
-- AVG AGE
$46.7M AVG AUM / ADVISOR
$389.0K AVG AUM / CLIENT
27.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
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Client Personas
Beacon
Investment Themes
Crest eagle Beacon
Investment Vehicles
Element
Platform
Meridian
Services
Unison delta Vertex
Owner & Executives
DON JOEL MICHAEL SCHOLL
Advisor, Chief Executive Officer
- CRD
- #1556602
- Ownership
- 50% but less than 75%
(363) 596-3900
fusion.alpha@crestcapital.com
in linkedin.com/in/matrix-capital
J
JULIE ANN SCHOLL
Secretary
- CRD
- --
- Ownership
- 25% but less than 50%
(384) 241-7045
oak.optima@atlascapital.com
in linkedin.com/in/ridge-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,865,486 | -- |
| Non-Discretionary | $813,978 | -- |
| Total | $46,679,464 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,679,464
Public Funds:
24.9% Equity - OTC:
29.5% Equity - Exchange:
20.5% Cash:
7.0% U.S. Government/Agency:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,951,771,217 | 24.9% |
| Equity - OTC | $2,312,339,393 | 29.5% |
| Equity - Exchange | $1,606,879,917 | 20.5% |
| Cash | $548,690,703 | 7.0% |
| U.S. Government/Agency | $1,418,757,391 | 18.1% |
| Total | $7,838,438,621 | 100.0% |