AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SE

Scott W. Edwards

ROVIN CAPITAL
Lehi, UT 84043
Some features on this profile are disabled
CRD#: 7729021
SE

Professional summary

Scott W Edwards is a registered financial advisor currently at ROVIN CAPITAL located in Lehi, Utah.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Scott has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Scott Edwards is a licensed real estate agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott W Edwards's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 24, 2023 - Present

ROVIN CAPITAL

Office #1: 2801 N Thanksgiving Way, Suite 190, Lehi, UT 84043
RIA
CRD#: 152662
Lehi, UT

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".
ROVIN CAPITAL
ROVIN CAPITAL
FINANCIAL ADVISORY CORPORATION | ROVIN CAPITAL LLC | ROVIN CAPITAL

CRD#: 152662 / SEC#: 801-71109

RIA
Registered Investment Advisory firm - (2/24/2010 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
Utah
(4/24/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/25/2023
Uniform Investment Adviser Law Examination

Current Firm

ROVIN CAPITAL
ROVIN CAPITAL
FINANCIAL ADVISORY CORPORATION | ROVIN CAPITAL LLC | ROVIN CAPITAL

CRD#: 152662 / SEC#: 801-71109

RIA
Registered Investment Advisory firm - (2/24/2010 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1 N. Macdonald Suite 201, Mesa, AZ 85201
Mailing Address
P.o. Box 31840, Mesa, AZ 85275
Phone number
(480) 739-2110
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR ROVIN CAPITAL (6/5/2025)

Regulatory assets under management

Total Number of Accounts2,034
AUM (Assets Under Management)$ 710,734,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROVIN CAPITAL

ROVIN CAPITAL

CRD#: 152662Lehi, UT 84043

TRUST BUT VERIFY

Monitor Scott Edwards

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

RR
Reuben RowleyAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
AMERICAN FORK, UT
Neal Jones Hansen
Neal HansenAdvisorCheck Check Mark
NET WORTH ADVISORY GROUP, LLC
IAR
Sandy, UT
JL
Justin LizamaAdvisorCheck Check Mark
SIMPLE FINANCIAL, LLC
IAR
West Jordan, UT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics