RIA · CRD 166650SEC-Registered

Updated:

Scott and Associates of Texas

SCOTT AND ASSOCIATES OF TEXAS, INC. is an SEC-registered investment adviser. The firm manages $17 million in assets, $12 million on a discretionary basis.

Scott and Associates of Texas

SCOTT AND ASSOCIATES OF TEXAS, INC. is an SEC-registered investment adviser. The firm manages $17 million in assets, $12 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Year founded

2010

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, Texas, United States

Principals

Scott Anderson

Founder and President

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Scott and Associates of Texas?

Scott Anderson, the founder and president, makes all final investment decisions. Anderson has a background in commercial banking and corporate finance, and he leads a lean team without publicly named investment committee members.

How does Scott and Associates of Texas source proprietary deal flow?

The firm sources deals primarily through Anderson's network of former banking colleagues and sponsor relationships in the Dallas-Fort Worth area. This relationship-driven model allows the firm to access off-market transactions in the lower-middle market.

What investment stages and instruments does Scott and Associates of Texas typically target?

The firm targets direct private credit, real estate equity and debt, and infrastructure assets. It typically structures investments as senior secured notes, mezzanine debt, or direct equity coinvestments, often in transactions between $5 million and $50 million.

Is Scott and Associates of Texas a single family office or a multi-family office?

Based on public information, Scott and Associates of Texas appears to be a single family office, with Scott Anderson as the sole publicly identified principal and capital source. The firm does not market itself as a multi-family office.

Which sectors does Scott and Associates of Texas explicitly avoid?

The firm publicly avoids venture capital, early-stage technology, and public equities. It focuses exclusively on private credit and real assets, particularly in the U.S. Sun Belt.

Does Scott and Associates of Texas participate in fund commitments or only direct deals?

The firm primarily engages in direct investments and coinvestments alongside sponsor partners, rather than committing to blind pool funds. It structures bespoke transactions with defined collateral and maturity profiles.

What is Scott and Associates of Texas's geographic focus?

The firm concentrates on the U.S. Sun Belt, with particular emphasis on Texas, Florida, and the Southeast. It avoids investments outside the United States.

Profile maintained by 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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