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Washington & Scoville, LLC (Indianapolis)


Washington & Scoville, LLC is an adviser based in Indianapolis. It manages $26.25 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Indiana and Texas.




Washington & Scoville provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Washington & Scoville: assets under management

The assets under management (AUM) of Washington & Scoville, LLC is $26.25 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.48 million in discretionary accounts and $8.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $672.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.19 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Washington & Scoville, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Washington & Scoville, LLC performs its advisory services is located at 450 E 96 Th Street, Suite 500, Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-983-5421 or by fax 317-983-5440. The normal business hours are 9:00 am-5:00 pm on Monday - Friday.


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