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Scarecrow Advisors, LLC

Scarecrow Advisors, LLC. CRD 307469

Scarecrow Advisors, LLC logo

CRD: 307469

Scarecrow Advisors, LLC

$74.0M Total AUM
$74.0M Disc. AUM
-- 3Y CAGR
5 Employees
247 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
06-15-2020
Office Locations
3

Office Locations

4815 123rd Street, West Savage MN
-- Denver CO
-- Hudson CO

About Scarecrow Advisors, LLC

Scarecrow Advisors is a Savage, MN RIA serving families nationwide with active, model-driven investment management and planning geared to long-term retirement outcomes. Their tactical, growth-focused approach is monitored and adjusted daily, using rules-based technical signals and leveraged ETFs to seek upside while managing downside. Works across IRAs, 401(k)s, rollovers and annuities, with client access via Schwab Alliance and Nationwide.

Team overview

27 AVG AGE
$14.8M AVG AUM / ADVISOR
$299.6K AVG AUM / CLIENT
4.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

L

LEONARD C FOX JR

President

CRD
#5625194
Ownership
75% or more
Available
Available
Available
B

Benjamin Lawrence Fox

Chief Compliance Officer, Vice President

CRD
#6685767
Ownership
Less than 5%
Available
Available
Available

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Contacts

M

Maxwell Fox

Project Manager

CRD
#7954572
Available
Available
Available
Kirk Hemingway

Kirk Hemingway

Advisor

CRD
#7878773
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $74,000,000 --
Non-Discretionary $0 --
Total $74,000,000 --

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:
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Total Available Available

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