Bill Scanlon


Advantage Capital Advisors

Advantage Capital Advisors LLC is a fee-only Registered Investment Advisor based in Los Angeles, California managing investment assets for individual investors and their families, retirement plans, non-profit organizations, foundations and endowments. 

Our model is to utilize every possible advantage to assist our clients in achieving their financial objectives. To do this, we take the time to develop a deep understanding of each client’s time horizon and special needs, so that we can help our clients make informed investment decisions.

As a fully independent investment advisor, we are not allied with any investment product or service.  We work exclusively for the benefit of our clients.  We care deeply about helping our investors achieve their goals, and endeavor to provide them with the highest-quality service and guidance. 

Bill Scanlon

Bill Scanlon has over 23 years of professional experience working with individual clients to achieve their financial goals.  Formerly Senior Partner of The Scanlon Group, a top wealth management team at UBS Financial Ag.

In 2011 Scanlon formed Advantage Capital Advisors LLC, a Registered Investment Advisor based in Los Angeles, California.  



Charles Schwab & Co.

Charles Schwab & Co. is one of the world's largest investment brokerage firms, servicing over 8 million client accounts with over $1.65 trillion of assets.  Schwab Institutional provides support, custody, and clearing and administrative services for Registered Investment Advisors.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

Services

Advantage Capital manages custom investment solutions for a broad base of clients including entertainment professionals, athletes, entrepreneurs, executives, and various institutions.

Diversified Equities Portfolios
Separately managed accounts for stable growth objective.

Dividend Equities Portfolios
For clients seeking current income in today's low-interest-rate environment.

Fund Allocation Strategies
Multiple layers of diversification professionally managed portfolios.

ETF / Index Fund Strategies
Passive index funds for diversified, low-cost strategies.

Tax-Free Municipal Bonds
Laddered portfolios for current income or zero-coupon bonds.

Hedge Fund Advisory
Access to / and analysis of Alternative Investment vehicles.

529 College Savings Accounts
Tax-free savings accounts designated for higher education.

Retirement Planning
Long term projections and strategies for retirement income.

Investment Account Audits
Independent review of securities holdings, performance and suitability.

Client Security


Advantage Capital Advisors client accounts are held at Charles Schwab & Co. Schwab Institutional provides monthly statements and year-end reporting along with free checking, free platinum VISA, free ATM's, free transfers, mobile deposit and online capabilities for every account.


Schwab Institutional has a a long history of working with independent financial advisors.  Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.


Schwab provides cost-efficient access to the investment products that our clients need, with the financial safety and security that is crucial in today's economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.

Client Accounts are insured with SIPC protection and supplemental insurance up to $600 million per client.