SD
Scott J. Demaagd
CAPTRUST WEALTH ADVISORS
Holland, MI 49423
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CRD#: 6548250
SD
Professional summary
Scott Jonathan Demaagd MR., CFP®, who also goes by Scott Jonathan Demaagd, is a registered financial advisor currently at CAPTRUST WEALTH ADVISORS located in Holland, Michigan.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Scott has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Jonathan Demaagd
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.
Trillium Living; investment-related; 2100 Raybrook St. SE, 300, Grand Rapids, MI, 49546; non-profit healthcare; volunteer committee member; no relationship with CapTrust Financial Advisors; start date: 11/4/2020: 2 hours per month; participates in committee meetings and provides oversight to investment portfolios. Trillium Living; not investment-related; 2100 Raybrook St. SE, 300, Grand Rapids, MI, 49546; Non-Profit Healthcare Organization; Volunteer Board Member; no relationship with CapTrust Financial Advisors, Start Date 09/25/2025; 8 hours per month; Oversee CEO & executive team and assist in strategic planning. The Potters House; Investment-related; 810 Van Raalte Dr SW, Grand Rapids, MI, 49509; Christian School; Volunteer Board Member; no relationship with Captrust Financial Advisors; start date: 06/02/2025; 4 hours per month; Oversees the school's foundation.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Jonathan Demaagd MR.'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®
CFP®
Start date: 2019
Experience
Current
September 14, 2015 - Present
CAPTRUST WEALTH ADVISORS
Office #1: 85 E 8th Street Suite 150, Holland, MI 49423RIA
CRD#: 173736
Holland, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CAPTRUST WEALTH ADVISORS
CAPTRUST | WELL DONE, LLC | CAPTRUST WEALTH ADVISORS | CAPTRUST INSTITUTIONAL CONSULTING | CAPTRUST FINANCIAL ADVISORS | CAPTRUST FINANCIAL ADVISORS
CRD#: 173736 / SEC#: 801-80687
RIA
Registered Investment Advisory firm - (1/2/2015 Approved)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
Michigan(9/14/2015)
IAR
Texas(10/4/2023)
Current Firm
CW
CAPTRUST WEALTH ADVISORS
CAPTRUST | WELL DONE, LLC | CAPTRUST WEALTH ADVISORS | CAPTRUST INSTITUTIONAL CONSULTING | CAPTRUST FINANCIAL ADVISORS | CAPTRUST FINANCIAL ADVISORS
CRD#: 173736 / SEC#: 801-80687
RIA
Registered Investment Advisory firm - (1/2/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
85 E 8th Street Suite 150, Holland, MI 49423
Mailing Address
Phone number
(616) 392-5332
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,912 |
| AUM (Assets Under Management) | $ 1,889,548,733 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
