Scott Francis Davis

Rwm Capital, LLC

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Rwm Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

1,510 clients

Average Client Portfolio

$107K average

Assets Under Management

$161.4M

Fee Structure

Minimum Investment:$250K

Location

2555 Marshall Rd., Suite C, Biloxi, MS, 39531

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History

Regulatory History (1)

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Financial

October 2024

Final

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Other Business ActivitiesSells Insurance

Scott is a passive real estate investor in GRSG Holdings MS LLC, dedicating minimal time to this activity. He is also an insurance agent with Roberts Wealth Management, LLC, selling life, accident, and health insurance, which takes about half of his time.

Employment History

Current Registrations

Rwm Capital, LLC

May 2025 - Present · 9 mos

State Registrations2 states

ALMS

Advisor

Exams

No exam information available for this advisor.