# DON Scholl & Associates, Inc.

> DON Scholl & Associates, Inc. is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 111653
- Filed as: DON SCHOLL & ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111653
- AdvisorCensus page: https://advisorcensus.com/firm/don-scholl-and-associates-inc-111653

## Quick answers

**How is DON Scholl & Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), DON Scholl & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is DON Scholl & Associates, Inc. registered with the SEC or a state?**
DON Scholl & Associates, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 111653.

**How much does DON Scholl & Associates, Inc. manage?**
DON Scholl & Associates, Inc. reports $46,679,464 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (98% discretionary).

**What types of clients does DON Scholl & Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (19).

**Does DON Scholl & Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111653

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $46,679,464
- Discretionary: $45,865,486
- Non-discretionary: $813,978

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 101 | $28,633,022 |
| High net worth individuals | 19 | $18,046,442 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- donscholl.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DON Scholl & Associates, Inc. (CRD 111653): Form ADV filing data as of October 2026.