Bill Scanlon


Advantage Capital Advisors

Advantage Capital Advisors LLC is a fee-only Registered Investment Advisor based in Los Angeles.


We provide financial solutions for wealth advisors.


Tax-Free and Tax-Deferred Investing.

Commission-Free Life Insurance.

Commission-Free Annuities


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

Bill Scanlon

Bill Scanlon has over 26 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.

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 provides custom investment solutions wealth advisors.

Tax-Advantaged Investing
Tax-free and tax-deferred investing in traditional and alternative investment classes

Commission-Free Life Insurance
"Because your policy should be fully valued from inception"

Commission-Free Annuities
The benefits of annuities without the high costs

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.