Scratch Capital Llc
- Regulatory AUM
- $230M
- Discretionary
- $230M
- Clients
- 162
- Avg AUM / client
- $1.4M
- Accounts
- 564
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $21.7M | 9.44% |
| High net worth individuals | 64 | $187M | 81.5% |
| Pension and profit sharing plans | 1 | $74.7K | 0.03% |
| Corporations and other businesses | 11 | $20.8M | 9.04% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Michael Lunt | Managing Member/Investment Advisor Representative/Chief Compliance Officer | Feb 2022 (5y) | 75% or more | |
| Justin Lunt | Registered representative | Dec 2023 (3y) | ||
| Samuel Thomas Tidd | Registered representative | Jan 2024 (3y) | ||
| Derek Alexander Jones | Registered representative | CFA | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $230M (100% of AUM) Mar 2026
- Truist Financial Corp $13.3K (0% of AUM) Mar 2026
- Altruist Financial $13.3K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗