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Scott Forrester Orr

Sfo Capital, Inc.

Houston, TX

CRD 4734288

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Employer firm

Sfo Capital, Inc. CRD 172412

$22.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Sfo Capital, Inc.

Houston, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-03-20
  • TX RA
    APPROVED
    Since 2015-03-20

Branch Locations

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scott F Orr, Cpa Houston TX 10/1997 Present
Founders Capital Management, Inc. Houston TX 11/2003 02/2019
Sfo Capital, Inc. Houston TX 03/2015 Present
Previous Registrations
Other Businesses

Scott Orr is a Certified Public Accountant (CPA), start date 1997, approximately 20-30 hours per month.

Designations
  • Certified Financial Planner

View on SEC IAPD

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