Scott Conyers Capital Management, Inc. (Aurora)

Name: Scott Conyers Capital Management, Inc.
Address: 9268 Champoeg Rd Ne, Aurora, OR, 97002 8651
Telephone: 503-678-6365

Scott Conyers Capital Management, Inc. is a large advisory firm based in Aurora. It manages $114.54 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Oregon.

Scott Conyers Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scott Conyers Capital Management: assets under management

The assets under management (AUM) of Scott Conyers Capital Management, Inc. is $114.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 250% since the beginning of its operation, and $824.4 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $114.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.01 million each.

Investments

The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is government bonds, which make up 18% of the firm’s portfolio. Investments in cash and cash equivalents form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scott Conyers Capital Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Scott Conyers Capital Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Scott Conyers Capital Management is high net worth individuals with 16 clients and $84.97 million of assets under management. Among the 8 most similar advisory firms, Scott Conyers Capital Management has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $114.54 million for 57 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Scott Conyers Capital Management doesn't advise any private funds.

Careers at Scott Conyers Capital Management, Inc.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Conyers	President and chief compliance officer	1 Sep 1991	75% - 100%	1572731

Based in Aurora

The principal office where Scott Conyers Capital Management, Inc. performs its advisory services is located at 9268 Champoeg Rd Ne, Aurora, OR 97002 8651, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-678-6365. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at conyerscapitalmanagement.com.