Scott Michael Capace
Investment adviser representative at Open Source Investments, LLC
2 yearsExperience
2 statesRegistered in
$130.7MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
2 years in the industry.
- Open Source Investments, LLCMar 2017 to now
- Financial Engines Advisors L.L.C.Nov 2016 to Jan 2017
- Tmfs Advisors, LLCJul 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (LA, MS).
Open Source Investments, LLC
$130.7MAssets managed
239Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2962585
- Firm CRD
- 287501