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James Scott S Co (Falls Church)


James Scott S Co is an adviser based in Falls Church. It manages $77.16 million of regulatory assets for 538 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

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James Scott S provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

James Scott S: assets under management

The assets under management (AUM) of James Scott S Co is $77.16 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.82 million in discretionary accounts and $19.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $64.27 thousand.
James Scott S has custody of $3.08 million in cash and securities for 33 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James Scott S Co for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Falls Church

The principal office where James Scott S Co performs its advisory services is located at 6700 Arlington Blvd, Falls Church, VA 22042, 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 703-533-2500 or by fax 703-533-8044. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at www.scottjamesgroup.com.


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