Scott Coy

Current Employers

Employment History

• 09/2010 → Present
  S.W. Coy Capital
  Pittsburgh, PA
• 10/2016 → 01/2017
  Trustmont Advisory Group, Inc
  Greensburg, PA
• 12/2016 → 01/2017
  Trustmont Financial Group, Inc.
  Greensburg, PA
• 06/2020 → 07/2023
  Invicta Advisors, Llc
  Monroeville, PA

Previous Registrations

• 2020-07-14 → 2023-11-13
  Invicta Advisors Llc
  Monroeville, PA
  Oakmont, PA
• 2016-10-11 → 2018-04-16
  Trustmont Advisory Group, Inc.
  Pittsburgh, PA
  Greensburg, PA

Other Businesses

name: S.W. Coy Consulting, Inc. (DBA SW COY CONSULTING INC) Investment-related: No address: 2790 Mosside Blvd., Suite 540, Monroeville, PA 15146 Nature: Real estate consulting; management/consulting services to real-estate related entities. Position: President; sole shareholder Start: 03/20/2012 hours: 15 trading hours: 8 Duties: Provides management and consulting services relating to real estate operations and related entity administration, including oversight of third-party providers and review of property-level reporting. name: S.W. Coy Financial, Inc. Investment-related: No (fixed insurance products only) address: 300 Penn Center Blvd., Ste 303, Pittsburgh, PA 15235 Nature: Fixed insurance sales (PA-licensed accident & health, life insurance, fixed annuities). Position: President/CEO/Owner Start: 06/2004 hours: 10 trading hours: 10 Duties: Solicits and services insurance clients, including applications, renewals, and ongoing policy servicing. name: Coy Capital Management, Inc. Investment-related: Yes address: 2790 Mosside Blvd., Suite 540, Monroeville, PA 15146 Nature: Investment advisory firm (RIA). Position: President/CEO/Owner Start: Ongoing (per CRD/Form ADV records) hours: 50 Trading Hours: 50 Duties: Oversees and manages advisory operations, client relationships, investment oversight, and firm management. CNB Investors, LLC name: CNB Investors, LLC Investment-related: Yes (private placements to qualified investors; real-estate equity investment structures) address: Pittsburgh, PA (entity address maintained in firm/entity records) Nature: Managing member of single-purpose LLCs formed to make equity investments in limited partnerships acquiring/owning/operating multifamily properties; receives economics from cash flow and sale/refinance participation. Position: 50% owner Start: Ongoing (per entity records) hours: 0-4 hours Trading Hours: Minimal Duties: Oversight of entity administration and investment/property reporting; coordination with third parties. name: Oakmont Funding, LLC Investment-related: Yes (private placements to qualified investors) address: Pennsylvania (entity address maintained in firm/entity records) Nature: Manages single-purpose LLCs raising funds from qualified investors for equity investments in entities that acquire/develop/own/operate multifamily properties; may sponsor future offerings; promotional interests and fees may be received by affiliates. Position: 51% owner Start: Ongoing (per entity records) hours: 0-4 hours Duties: Oversight of sponsored-entity administration, evaluation of opportunities, coordination of reporting and third-party service providers. name: Oakmont Investment Properties, LLC Investment-related: Yes (property management/development services to affiliated real-estate investment entities) address: Pennsylvania (entity address maintained in firm/entity records) Nature: May serve as property manager and/or developer for affiliated multifamily properties and receive fees for those services. Position: 41.4610% owner (individual ownership interest) Start: Ongoing (per entity records) hours: 0-4 hours Duties: Oversight of property management/development services and related vendor coordination. name: Separate LLCs controlled by Scott W. Coy serving as general partners for Sycamore II LP, Andover II LP, and Arlington II LP Investment-related: Yes (general partner role; promotional interests) address: Pennsylvania (entity address maintained in firm/entity records) Nature: General partner oversight of multifamily properties owned/operated by affiliated limited partnerships; promotional interests held by GP entities. Position: 51% interest and managing member/control person of GP LLCs Start: Ongoing (per entity records) hours: 0-4 hours Duties: Management oversight and coordination of partnership administration and property-level reporting

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-07
• S63 Uniform Securities Agent State Law Examination
  2000-12-07

Other Names

• Scott W Coy
• Scott William Coy