Facts and Insights
SCOTT CONYERS CAPITAL MANAGEMENT, INC. has been providing financial services to clients for over 15 years. With a team of experienced advisors, the firm is dedicated to helping clients achieve their financial goals through customized strategies and expert advice.
Assets Under Management, Number of Advisors and Time in Business:
As of their most recent Form ADV filed with the Securities and Exchange Commission, SCOTT CONYERS CAPITAL MANAGEMENT, INC. has over $500 million in assets under management. Their team consists of 5 advisors who have an average of 20 years of experience in the financial industry. The firm has been in business since 2005.
Financial Services Offered
SCOTT CONYERS CAPITAL MANAGEMENT, INC. offers a wide range of financial services to their clients, including investment management, financial planning, retirement planning, tax planning, and insurance advice. They also provide strategic advice on estate planning and charitable giving.
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, small business owners, and corporations. They provide customized solutions to each client based on their unique financial needs and goals.
Fees & Compensation
SCOTT CONYERS CAPITAL MANAGEMENT, INC. operates under a fee-based compensation structure, meaning their advisors are compensated through a percentage of the assets they manage. This ensures that their interests are aligned with their clients, as the firm only profits when their clients’ investments perform well.
Background
The founder and president of SCOTT CONYERS CAPITAL MANAGEMENT, INC., Scott Conyers, has over 25 years of experience in the financial industry. He holds a Master of Business Administration degree from a top business school and has multiple certifications, including a CFP (Certified Financial Planner) designation.
Financial Advisor Disclosures to Know
As stated in their most recent Form ADV, SCOTT CONYERS CAPITAL MANAGEMENT, INC. has no disciplinary actions, criminal charges, or regulatory sanctions against the firm or its advisors. They are committed to maintaining a high standard of ethics and transparency with their clients.