# Scott Investment Advisors, L.P.

> Scott Investment Advisors, L.P. is a state-registered investment advisory firm in Jackson, WY, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 26, 2024.

- CRD: 110466
- Filed as: SCOTT INVESTMENT ADVISORS, L.P.
- Legal name: Scott Investment Advisors Limited Partnership
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jackson, WY
- Filing period: October 2026
- Form ADV filing dated: November 26, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110466
- AdvisorCensus page: https://advisorcensus.com/firm/scott-investment-advisors-l-p-jackson-wy-110466

## Quick answers

**How is Scott Investment Advisors, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Scott Investment Advisors, L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Scott Investment Advisors, L.P. located?**
Scott Investment Advisors, L.P.'s principal office is in Jackson, WY, according to its Form ADV.

**Is Scott Investment Advisors, L.P. registered with the SEC or a state?**
Scott Investment Advisors, L.P. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 110466.

**How much does Scott Investment Advisors, L.P. manage?**
Scott Investment Advisors, L.P. reports $5,000,000 in regulatory assets under management in its Form ADV filing dated November 26, 2024 (100% discretionary).

**What types of clients does Scott Investment Advisors, L.P. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (4).

**Does Scott Investment Advisors, L.P. 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/110466

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,000,000
- Discretionary: $5,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,000,000 |
| High net worth individuals | 4 | $2,000,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scott Investment Advisors, L.P. (CRD 110466): Form ADV filing data as of October 2026.