DBA: SCRATCH CAPITAL
| Total AUM | $230.1M |
| Discretionary | $230.1M100% of AUM |
| Client Accounts | 564 |
| Avg Account Size | $408K |
| Employees | 4 |
| Peak AUM | $230.1MMar 2026 |
| AUM CAGR | +52.0% /yrover 2 yrs · 7 filings |
Total AUM
$230M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $230M | +62.9% | +52.0% | — | |
| Discretionary AUM | $230M | ||||
| Total AUM | $230.1M |
| Discretionary | $230.1M |
| Employees | 4 |
| Client Accounts | 564 |
| Client Range | 101-250 |
Address
250 S. 5TH ST.
BOISE ID 83702
Phone
208-901-8018
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$230M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +62.9% |
| +52.0% |
| — |
| Total Accounts | 564 | +67.4% | +53.6% | — |
| Avg Account Size | $407,895.083 | 2.6% | 1.1% | — |
| Employees | 4 | 0.0% | +18.9% | — |
| AUM / Employee | $58M | +62.9% | +27.9% | — |
Client AUM Segments | |||||
| Wealth AUM | $209M | +55.4% | +43.5% | — | |
| Institutional AUM | $21M | +216.1% | — | — | |
Client Count Segments | |||||
| HNW Clients | 86 | +87.0% | +58.4% | — | |
| Institutional | 12 | +33.3% | — | — | |
| Individuals | 64 | +20.8% | +21.9% | — | |