SCN Capital Management

RIASEC Registered
Total AUM
$58.5M
Discretionary
$58.5M
100% of AUM
Avg account
$277K
Accounts
211
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Investment Grade Corp Bonds 12%, US Government Bonds 10%, Cash & Cash Equivalents 7%, State & Local Bonds 4%67%
  • Exchange Traded Equities67%
  • Investment Grade Corp Bonds12%
  • US Government Bonds10%
  • Cash & Cash Equivalents7%
  • State & Local Bonds4%

Contacts

1 of 1
  • Seddon Nelson

    PresidentCRD 2897905

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth