SC Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 300364
- Website
- sccapital.co
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
SC Capital Management LLC is a small, privately owned advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and directs client portfolios toward listed equities and exchange-traded vehicles. Its advisory activity explicitly covers portfolio management for individuals/small businesses and for businesses or institutions, indicating the capability to handle both household and entity accounts, but the scale of operations is modest. The firm does not report active ESG engagement and is not structured as a multi-state adviser. Ownership is individual, and the adviser is unclassified in available filings. Given the concentrated asset base and single-office footprint, SC Capital Management operates as a boutique advisor that favors straightforward, liquid equity exposure over complex or wide-ranging product sets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Simons Chase
Chief Investment OfficerCRD 4453068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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