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Caywood Scholl Capital Management LLC (San Diego)


Caywood Scholl Capital Management LLC is a large advisory firm based in San Diego. It manages $1.73 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Texas.

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Caywood Scholl Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for collateralized debt obligations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Caywood Scholl Capital Management: assets under management

The assets under management (AUM) of Caywood Scholl Capital Management LLC is $1.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.73 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.66 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Caywood Scholl Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 21 indirect owners.

Name Entity Date acquired Ownership Employer ID
Rcm Us Holdings Llc Sole stockholder 1 Dec 1998 75% - 100% 94-3244780
Dresdner Kleinwort Wasserstein North America Llc Parent 1 Apr 2000 Other 13-3789692
Dresdner Bank Ag Parent 1 Apr 2000 75% - 100% 13-2722082
Inc. Allianz Of America Member 1 May 2000 75% - 100% 13-2883190
Allianz Ag Parent 1 Jul 2001 75% - 100% 132883190
Allianz Se Parent 1 Jul 2001 75% - 100% 132883190
Allianz Se Stockholder 1 Jan 2003 50% - 75% 98-0122343
Allianz Global Investors Ag Parent 1 Sep 2004 75% - 100% 00-000000
Allianz Finanzbeteiligungs Gmbh Shareholder 1 Sep 2004 75% - 100% 00-0000000
Allianz Argos 6 Finanzbeteiligungs Gmbh Parent 1 Sep 2004 25% - 50% 00-0000000
Allianz Se Parent 1 Sep 2004 75% - 100% 132883190
Allianz Global Investors Aktiengesellschaft Parent 1 Sep 2004 75% - 100% 98-0443854
Allianz Asset Management Aktiengesellschaft Sole stockholder 1 Sep 2004 75% - 100% 98-0443854
Allianz Se Sole stockhoder 1 Jun 2005 75% - 100% 98-0122343
Allianz Asset Management Of America Llc Partner 1 Dec 2009 75% - 100% 06-1605361
Allianz Finanzbeteiligungs Gmbh Stockholder 1 Aug 2010 25% - 50% 00-0000000
Allianz Finanzbeteiligungs Gmbh Shareholder 1 Sep 2010 25% - 50% foreign
Allianz Asset Management Of America L.P. Member 1 Dec 2011 75% - 100% 06-1349805
Allianz Se Sole stockhoder 1 Jun 2012 75% - 100% 98-0122343
Allianz Europe B.V. Sole stockholder 1 Jun 2012 75% - 100% 00-0000000
Allianz Global Investors U.S. Holdings Llc Sole stockholder 1 Jan 2013 75% - 100% 33-0977088

Based in San Diego

The principal office where Caywood Scholl Capital Management LLC performs its advisory services is located at 600 West Broadway, San Diego, CA 92101, which is also the mailing address of the firm. An additional office of the firm is in Anna Maria, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-452-3811 or by fax 858-535-9068. The normal business hours are 7:00a.m. to 4:30p.m. on Monday - Friday. You can find more information about the New York firm at www.caywood-scholl.com.


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