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Scott Conyers Capital Management, Inc.

Scott Conyers Capital Management, Inc.. CRD 136549

S

CRD: 136549

Scott Conyers Capital Management, Inc.

$96.7M Total AUM
$96.7M Disc. AUM
4.1% 3Y CAGR
1 Employees
27 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
09-16-2005
Office Locations
1

Office Locations

-- Aurora OR

About Scott Conyers Capital Management, Inc.

Scott Conyers Capital Management is an Oregon-registered RIA providing conservative, professionally managed investment management for clients who want to stay closely involved and informed. Portfolios are primarily implemented with ETFs (with some cash), and assets are custodied at Charles Schwab. The firm is led by founder Scott Conyers.

Team overview

-- AVG AGE
$96.7M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
20.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age

Insights

Available
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Investment Vehicles

Available

Services

Available

Owner & Executives

S

SCOTT CONYERS

Chief Compliance Officer, Director, President

CRD
#1572731
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-15-2022
03-31-2023
12-10-2024
02-24-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $96,700,000 $3,581,481
Non-Discretionary $0 --
Total $96,700,000 $3,581,481

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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