SCALA CAPITAL LLC
SEC RegisteredCommitment To Deliver The Best Possible objective solution to our clients.
About the firm
Scala Capital, LLC is a Registered Investment Advisor Office focusing on providing portfolio management services to families and family owned institutions. Scala offers objective advice intended to optimize our client experience by addressing today's pressing needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Careful planning, portfolio allocations, custody and control, consolidated reporting, education, and family planning, including active portfolio management, top-down investment approach, 24/7 account access through top-tier custodians, consolidated reporting technology, and interdisciplinary family office services.
Who they serve
Families and family owned institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 261 | $54M |
| High Net Worth Individuals | 84 | $184M |
| Investment Companies | 2 | — |
| Pension/Profit Sharing Plans | 13 | $66M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of January 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SCALA CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.