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Sanders & Scott
SANDERS & SCOTT, CHFC is an SEC-registered investment adviser in Watkinsville, GA, registered since 2024.
Sanders & Scott
SANDERS & SCOTT, CHFC is an SEC-registered investment adviser in Watkinsville, GA, registered since 2024. The firm manages approximately $149 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Other
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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Frequently asked questions
What does the CHFC designation in the firm's name indicate?
CHFC stands for Chartered Financial Consultant, a professional credential awarded by The American College of Financial Services. It signals advanced training in personal financial planning, insurance, retirement, and estate strategies rather than institutional asset management. Firms that incorporate the designation into their legal name typically provide planning-led advice to individual clients, though Sanders & Scott publishes no details confirming this. The credential alone does not imply any specific investment mandate, AUM threshold, or fiduciary registration.
Who runs investment decisions at Sanders & Scott?
No named principal, portfolio manager, or advisor is publicly linked to Sanders & Scott. The firm has not appeared in any regulatory filing, press article, or professional directory that would identify a decision-maker. For a firm of apparent advisory character, the lead advisor is often the founder, but without a website, ADV filing, or LinkedIn profile, that attribution cannot be made. Any allocator research would need to begin with a direct referral to a known individual.
Does Sanders & Scott participate in fund commitments or direct deals?
No evidence supports fund commitments or direct-deal participation by Sanders & Scott. The firm does not appear in any limited-partner disclosures, SEC filings, pitchbook transaction records, or press accounts of private placements. This absence, combined with the CHFC designation, suggests the firm's capital deployment, if any, is confined to retail-accessible products or individually held assets that do not require public disclosure.
Why does Sanders & Scott have no public website or digital presence?
The firm may operate entirely through referrals and established personal relationships, a common model for small planning practices that do not seek institutional capital or new client acquisition channels. Alternatively, the entity could be dormant or maintained solely as a legal vehicle while its principals manage wealth under different operating brands. Without a public statement from the firm, the reason for digital absence remains unconfirmed.
Is Sanders & Scott a single-family office or a multi-family office?
There is no public information to classify Sanders & Scott as either a single-family office or a multi-family office. The CHFC credential is associated with financial planning and insurance advisory work rather than the comprehensive balance-sheet management that defines family offices. The firm's legal name does not reveal its client structure, and no regulatory registration clarifies whether it serves a single family or multiple unrelated clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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