James Scott S Co
● SEC registered since 2022CRD 105861SEC# 801-123515Falls Church, VA
Reg. AUM
$139.4M
Employees
3
Accounts
267
Location
Falls Church, VA
About James Scott S Co
Scott James Group helps investors plan and execute financial retirement plans through Certified Financial Planners focused on budgeting and asset allocation for stable retirement cash flow. Custody is at Pershing, and the advisory environment is owner-operated.
Summary based on the firm’s website.
James Scott S Co assets under management
James Scott S Co is an investment advisory firm registered with the SEC based in Falls Church, VA. The firm has been registered since 2022. It reports $139.4 million in regulatory assets under management and employs 3 people.
James Scott S Co owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Snyder James Control | President, Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does James Scott S Co manage?
James Scott S Co reports $139.4 million in regulatory assets under management on its Form ADV.
How many employees does James Scott S Co have?
James Scott S Co reports 3 employees.
Where is James Scott S Co located?
James Scott S Co is based in Falls Church, VA and has been SEC-registered since 2022.
Does James Scott S Co disclose fund performance?
James Scott S Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6700 Arlington Blvd, Falls Church, VA 22042 |
| Phone | 703-533-2500 |
| Fax | 703-533-8044 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.4M▲ 11%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$139.4Mregulatory AUM
Discretionary $131.9MNon-discretionary $7.5M