SCN Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 117781
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.66%
- Individuals15.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
SCN Capital Management is a small, independent registered investment adviser that serves high-net-worth individuals and families and small businesses. The firm’s practice centers on discretionary portfolio management and financial planning, with fee arrangements that include percentage-of-AUM, hourly and fixed fees — a mix that supports both ongoing investment management and project-based planning work. Investment activity shows a clear bias toward publicly traded equities: exchange-traded instruments are the dominant allocation in client portfolios. The firm is not positioned as an ESG-focused manager. Its independent structure and modest client roster suggest a hands-on, personalized advisory approach rather than large-scale institutional management.
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 Equities67%
- Investment Grade Corp Bonds12%
- US Government Bonds10%
- Cash & Cash Equivalents7%
- State & Local Bonds4%
Contacts
1 of 1Seddon Nelson
PresidentCRD 2897905
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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