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Caywood Scholl Capital Managaement LLC (San Diego)


Caywood Scholl Capital Managaement LLC is a large advisory firm based in San Diego. It manages $1.54 billion of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Caywood Scholl Capital Managaement provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Caywood Scholl Capital Managaement: assets under management

The assets under management (AUM) of Caywood Scholl Capital Managaement LLC is $1.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.54 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.29 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Caywood Scholl Capital Managaement LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Dresdner Bank Ag Parent 1 Apr 2000 75% - 100% 13-2722082
Dresdner Kleinwort Wasserstein North America Llc Parent 1 Apr 2000 Other 13-3789692
Allianz Ag Parent 1 Jul 2001 75% - 100% 132883190
Munchener Ruckversicherungsgellschaft Ag Stockholder 1 Jul 2001 25% - 50% 00000000000

Based in San Diego

The principal office where Caywood Scholl Capital Managaement LLC performs its advisory services is located at 4350 Executive Drive, San Diego, CA 92121, which is also the mailing address of the firm. An additional office of the firm is in Lake Placid, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 858-452-3811 or by fax 858-535-9068. The normal business hours are 7:00a.m. to 4:30p.m. on Monday - Friday. You can find more information about the New York firm at www.caywood-scholl.com.


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