Scott Humphrey
Investment adviser representative at Holistic Finance LLC
10 yearsExperience
2 statesRegistered in
$14.2MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Holistic Finance LLCJan 2026 to now
- Claris Advisors LLCOct 2024 to Jan 2026
- Wells Fargo Clearing ServicesDec 2023 to Sep 2024
- Appleone IncOct 2023 to May 2024
- Charles Schwab & Co., Inc.Apr 2023 to Oct 2023
- Duval County Public SchoolsNov 2020 to Apr 2023
- For Our Future FundSep 2020 to Nov 2020
- Extended TravelJun 2020 to Aug 2020
- Middlebury CollegeNov 2017 to May 2020
- Lake Champlain Maritime MuseumJul 2017 to Oct 2017
- Acc English SchoolJan 2017 to Jun 2017
- Whole Foods MarketSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Holistic Finance LLC
$14.2MAssets managed
265Clients
3Advisers
1 yearIn 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
- 7713970
- Firm CRD
- 335108