This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-2022
- Office Locations
- 1
Office Locations
About Scratch Capital
Scratch Capital is an independent fiduciary advisory firm serving business owners (pre- and post-exit), high-net-worth individuals and families, and executives with concentrated positions. The team provides long-term, goals-aligned investment management with an emphasis on after-tax, after-fee, risk-adjusted real returns, alongside coordinated tax and estate planning with clients’ CPAs and attorneys. Operates on Black Diamond and custodies through firms including Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Andrew Michael Lunt
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6952417
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DEREK ALEXANDER JONES
--
- CRD
- #6805544
JUSTIN LUNT
Founder
- CRD
- #6951147
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,052,827 | $407,895 |
| Non-Discretionary | $0 | -- |
| Total | $230,052,827 | $407,895 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing