# Scale Investment Group

> Scale Investment Group is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 154709
- Filed as: SCALE INVESTMENT GROUP
- Legal name: Scale Investment Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154709
- AdvisorCensus page: https://advisorcensus.com/firm/scale-investment-group-154709

## Quick answers

**How is Scale Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Scale Investment Group reports these compensation arrangements: a percentage of assets under its management.

**Is Scale Investment Group registered with the SEC or a state?**
Scale Investment Group is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154709.

**How much does Scale Investment Group manage?**
Scale Investment Group reports $2,428,135 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (26% discretionary).

**Does Scale Investment Group 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/154709

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,428,135
- Discretionary: $621,958
- Non-discretionary: $1,806,177

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $694,882 |
| High net worth individuals | Fewer than 5 | $1,227,195 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $493,489 |
| Corporations or other businesses not listed above | Fewer than 5 | $12,569 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scale Investment Group (CRD 154709): Form ADV filing data as of October 2026.