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Scott Patrick McWilliams

Epiq Capital Group, LLC

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About Scott Patrick McWilliams

Scott McWilliams is a registered Investment Advisor Representative with Epiq Capital Group, LLC. Scott has been in the industry for over 5 years, with previous experience at J.P. Morgan Securities LLC and Allianz Global Investors Distributors LLC. Scott has a strong track record of providing investment advice to high net worth individuals and pooled investment vehicles. Scott is a Series 66, Series 7 and SIE licensed professional and specializes in providing investment advisory services such as selection of other advisers, portfolio management for businesses and portfolio management for individuals. Scott's focus is to provide investment solutions that meet each client's individual needs.

Firm Information

Scott McWilliams is currently registered with Epiq Capital Group, LLC. Epiq Capital Group, LLC is an investment advisor based in San Francisco, CA. The firm manages approximately $4.94 billion in assets for 896 clients. They offer a variety of investment services including portfolio management for individuals, businesses, and pooled investment vehicles. The firm also provides advisory services for the selection of other advisors.
Epiq Capital Group, LLC

1 LOMBARD ST. #200

SAN FRANCISCO, CA 94111

$4.94B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Scott McWilliams’s Registration & Firm History

CA

03/15/2019 - Present

Epiq Capital Group, LLC (SAN FRANCISCO CA)

CA

01/13/2017 - 02/04/2019

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

NY

08/20/2015 - 11/30/2016

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/25/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Patrick McWilliams.
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