Caywood Scholl Capital Management LLC is a large advisory firm based in San Diego. It manages $1.73 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Texas.
Caywood Scholl Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for collateralized debt obligations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Caywood Scholl Capital Management LLC is $1.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Caywood Scholl Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Caywood Scholl Capital Management LLC performs its advisory services is located at 600 West Broadway, San Diego, CA 92101, which is also the mailing address of the firm. An additional office of the firm is in Anna Maria, FL. It doesn’t run 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.