Adam
Scott
Argyle Capital Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Scott is a financial advisor who works out of Los Angeles, California with a total of 11 years of relevant experience. Scott works at Argyle Capital Partners, LLC. They have been employed by Argyle Capital Partners, Llc for the entirety of their career. Scott maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Argyle Capital Partners, LLC is an advisory business that has its headquarters in Los Angeles, CA. The company has just three advisors. It handles $150 million in assets between its 418 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 418 accounts, 20% belong to high-net-worth individuals who have at least $1 million in assets. Argyle Capital Partners, LLC provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which service is provided. Fee types billed by Argyle Capital Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Argyle Capital Partners, LLC Brokerage Details
$149,495,128
3
418
$357,644
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Adam Scott Work History
Adam has been registered as a financial advisor for 11 years.*
Argyle Capital Partners, LLC)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Argyle Capital Partners, LLC
Los Angeles, CA
Santa Barbara, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
