Advisor at Guard Hill Advisors 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
Guard Hill Advisors LLC
Location
Charlottesville, VA
Credentials
Series 63, Series 65
Industry experience
9 years
Scott Vallar is the sole advisor at Guard Hill Advisors LLC in Charlottesville, VA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guard Hill Advisors since 2010. Guard Hill Advisors is a state-registered, single-advisor firm providing discretionary portfolio management and investment advice to individuals, corporations, trusts, and charitable organizations. The firm employs a fundamental analysis approach with a focus on tax efficiency and low turnover, blending equities, corporate bonds, closed-end credit funds, and REITs, while using equity option strategies selectively in non-retirement accounts.
Based on Guard Hill Advisors LLC
$0 - $2,500,000: 0.625% $2,500,001 - $9,999,999: 0.50% $10,000,000+: 0.375%
Account minimum: $500,000
Charlottesville, VA
Virginia
Guard Hill Advisors
2016 - Present (10 years)
Guard Hill Advisors
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Charlottesville, VA
Round Oak Capital LLC
Series 65
Free Union, VA
MarketCycle Wealth Management, LLC
CFA®, Series 66
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Split Creek LLC DBA Split Creek Capital LLC
Series 63, Series 65
Keswick, VA
Harrison Capital Management
CFP®, EA
Charlottesville, VA
Ulmer Financial
Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
Series 65
Keswick, VA
Retirement Wealth Management, Inc.
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