SCS Asset Management, Inc

RIASEC Registered
Total AUM
$30.2M
Discretionary
$30.2M
100% of AUM
Avg account
$451K
Accounts
67
Employees
2
Advisory reps
2

Firm details

Headquarters
Lutz, Florida
CRD number
132450
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI50.41%
  • Individuals49.59%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

SCS Asset Management, Inc. is a corporation operating as a non-independent retail registered investment adviser owned by an individual. The firm focuses on serving individual and family clients, providing discretionary portfolio management for individuals and small businesses alongside pension consulting services. Its fee model combines a percentage-of-assets-under-management charge with the option for hourly billing. SCS does not identify as an active ESG investor and is not positioned as a capital allocator that sources third‑party managers.

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 41%, Cash & Cash Equivalents 26%, Private Funds 23%, US Government Bonds 5%, Investment Grade Corp Bonds 5%41%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents26%
  • Private Funds23%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • John Saunders

    John Saunders

    CEO, Investment AdvisorCRD 2310755

Contacts

1 of 1
  • Richard Morsch

    Richard Morsch

    Vice PresidentCRD 5902897

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

Lutz, FL

Hillsborough

Location

Lutz, FL

Headquartered in Lutz, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
17872 N Us Highway 41
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth