SC
Scott Coy
COY CAPITAL MANAGEMENT
MONROEVILLE, PA 15146
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CRD#: 2441990
SC
Scott CoyCOY CAPITAL MANAGEMENT
Professional summary
Scott Coy was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Prior to being barred, Scott has worked at 7 firms, which includes INVICTA ADVISORS LLC, TRUSTMONT ADVISORY GROUP INC., CENTAURUS FINANCIAL INC., QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES INC., SECURIAN FINANCIAL SERVICES INC..
At a Glance
Always Fiduciary
Aliases
Scott W Coy | Scott William Coy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
name: S.W. Coy Consulting, Inc. (DBA SW COY CONSULTING INC) Investment-related: No address: 2790 Mosside Blvd., Suite 540, Monroeville, PA 15146 Nature: Real estate consulting; management/consulting services to real-estate related entities. Position: President; sole shareholder Start: 03/20/2012 hours: 15 trading hours: 8 Duties: Provides management and consulting services relating to real estate operations and related entity administration, including oversight of third-party providers and review of property-level reporting. name: S.W. Coy Financial, Inc. Investment-related: No (fixed insurance products only) address: 300 Penn Center Blvd., Ste 303, Pittsburgh, PA 15235 Nature: Fixed insurance sales (PA-licensed accident & health, life insurance, fixed annuities). Position: President/CEO/Owner Start: 06/2004 hours: 10 trading hours: 10 Duties: Solicits and services insurance clients, including applications, renewals, and ongoing policy servicing. name: Coy Capital Management, Inc. Investment-related: Yes address: 2790 Mosside Blvd., Suite 540, Monroeville, PA 15146 Nature: Investment advisory firm (RIA). Position: President/CEO/Owner Start: Ongoing (per CRD/Form ADV records) hours: 50 Trading Hours: 50 Duties: Oversees and manages advisory operations, client relationships, investment oversight, and firm management. CNB Investors, LLC name: CNB Investors, LLC Investment-related: Yes (private placements to qualified investors; real-estate equity investment structures) address: Pittsburgh, PA (entity address maintained in firm/entity records) Nature: Managing member of single-purpose LLCs formed to make equity investments in limited partnerships acquiring/owning/operating multifamily properties; receives economics from cash flow and sale/refinance participation. Position: 50% owner Start: Ongoing (per entity records) hours: 0-4 hours Trading Hours: Minimal Duties: Oversight of entity administration and investment/property reporting; coordination with third parties. name: Oakmont Funding, LLC Investment-related: Yes (private placements to qualified investors) address: Pennsylvania (entity address maintained in firm/entity records) Nature: Manages single-purpose LLCs raising funds from qualified investors for equity investments in entities that acquire/develop/own/operate multifamily properties; may sponsor future offerings; promotional interests and fees may be received by affiliates. Position: 51% owner Start: Ongoing (per entity records) hours: 0-4 hours Duties: Oversight of sponsored-entity administration, evaluation of opportunities, coordination of reporting and third-party service providers. name: Oakmont Investment Properties, LLC Investment-related: Yes (property management/development services to affiliated real-estate investment entities) address: Pennsylvania (entity address maintained in firm/entity records) Nature: May serve as property manager and/or developer for affiliated multifamily properties and receive fees for those services. Position: 41.4610% owner (individual ownership interest) Start: Ongoing (per entity records) hours: 0-4 hours Duties: Oversight of property management/development services and related vendor coordination. name: Separate LLCs controlled by Scott W. Coy serving as general partners for Sycamore II LP, Andover II LP, and Arlington II LP Investment-related: Yes (general partner role; promotional interests) address: Pennsylvania (entity address maintained in firm/entity records) Nature: General partner oversight of multifamily properties owned/operated by affiliated limited partnerships; promotional interests held by GP entities. Position: 51% interest and managing member/control person of GP LLCs Start: Ongoing (per entity records) hours: 0-4 hours Duties: Management oversight and coordination of partnership administration and property-level reporting
CRS (Client Relationship Summary) - RIA
Click below to view Scott Coy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2011 - Present
COY CAPITAL MANAGEMENT
Office #1: 2790 Mosside Boulevard Suite 540, Monroeville, PA 15146RIA
CRD#: 154993
MONROEVILLE, PA
Past
July 14, 2020 - November 13, 2023
INVICTA ADVISORS LLC
RIA
CRD#: 298868
Monroeville, PA
Past
October 11, 2016 - April 16, 2018
TRUSTMONT ADVISORY GROUP, INC.
RIA
CRD#: 106015
PITTSBURGH, PA
Past
December 10, 2009 - August 13, 2010
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
PITTSBURGH, PA
Past
December 1, 2006 - December 8, 2009
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
PITTSBURGH, PA
Past
June 7, 2004 - December 1, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
PITTSBURGH, PA
Past
October 18, 2000 - June 15, 2004
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/3/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
COY CAPITAL MANAGEMENT
COY CAPITAL MANAGEMENT | S.W. COY CAPITAL, INC. | COY, SCOTT W. | COY CAPITAL MANAGEMENT, INC.
CRD#: 154993 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (1/3/2011 Approved)Loading...
Contact information
Main Address
2790 Mosside Boulevard Suite 540, Monroeville, PA 15146
Mailing Address
Phone number
(412) 825-4040
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 59,142,765 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/27/2025 |
Red Flags
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