CRD: 319649
Human Capital Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-27-2022
- Office Locations
- 1
Office Locations
About Human Capital Wealth Management
Human Capital Wealth Management is an independent, fee-only fiduciary RIA led by founder Scott Dunlap, serving business owners, high performers, and households navigating major life transitions. The firm provides financial planning, investment management, 401(k) optimization, and CFO/CGO-style business consulting. Portfolios are primarily ETF-based with complementary fixed income, and the firm custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT MICHAEL DUNLAP
Chief Compliance Officer, Chief Financial Officer, FOUNDER
- CRD
- #6296879
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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