Advisor at Taverik Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Taverik Capital, LLC
Location
Greenville, SC 29601
Credentials
Series 65
Industry experience
1 year
Mason Scott is a financial advisor at Taverik Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at WCM Global Wealth, LLC since 2023. Outside of finance, Mason has experience in education and the talent management industry. Taverik Capital provides discretionary investment supervisory services and financial planning for individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, tailoring services to client-specific objectives and restrictions.
Based on Taverik Capital, LLC
Based on Taverik Capital, LLC
Fixed fees for pooled investment vehicles, specifics vary by fund
$0 - $4,999,999.99: 2.00% annually $5,000,000 - $9,999,999.99: 1.50% annually $10,000,000 - $19,999,999.99: 1.25% annually $20,000,000+: 1.00% annually
20% of capital gains or capital appreciation for qualified clients; negotiable
Account minimum: $250,000
220 N. Main Street, Suite 500
Greenville, SC 29601
South Carolina
WCM Global Wealth, LLC
2023 - Present (3 years)
Clemson University
2021 - 2023 (2 years)
ENCOR Solar, Inc.
2021 - 2021 (1 year)
Tri-County Technical College
2019 - 2020 (1 year)
El Jimador Mexican Restaurant
2019 - 2021 (2 years)
York Technical College
2018 - 2019 (1 year)
MTM Model & Talent Management
2018 - 2023 (5 years)
Nation Ford High School
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Greenville, SC
Capital Focus, Inc.
CFA®, Series 63
Greenville, SC
Olympia Advisors LLC
CFP®, AAMS®
Greenville, SC
Wolff Financial
Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.
Series 63, Series 65
Simpsonville, SC
Quantaraxia LLC
Series 63, Series 65
Greer, SC
Angelroyce Wealth Advisors, LLC
Series 66
Simpsonville, SC
Upstate Financial Planning, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")