Scott Manning Porter

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → Present
  Bennett & Porter
  Scottsdale, AZ
• 11/2016 → 11/2025
  Dempsey Lord Smith, Llc
  Rome, GA
• 10/2014 → 11/2016
  Benjamin & Jerold Brokerage I, Llc
  New York, NY
• 11/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2016 → Present
  Dempsey Lord Smith, Llc
  Rome, GA
• 11/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2026-01-05 → 2026-01-14
  Dempsey Lord Smith, Llc
  Rome, GA
  Rome, GA
• 2025-11-24 → 2026-01-13
  Cambridge Investment Research Advisors, Inc.
  Scottsdale, AZ
• 2016-11-29 → 2025-12-31
  Dempsey Lord Smith, Llc
  Rome, GA
  Rome, GA
  Scottsdale, AZ
• 2012-03-07 → 2016-06-08
  Global Financial Private Capital, Inc.
  Scottsdale, AZ
  Sarasota, FL

Other Businesses

(1) Ocotillo Equipment Rentals 2-3 hours per week 100% Own 30k in income. I own rental equipment and rent it out to a large rental company for use. (2) Bennett &Insurance- I hold P&C insurance license and own 50% of this entity. My business partner runs the day to day. 1 hour a week. 500k total income approx.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-04-05

Designations

• Certified Financial Planner