SCS Capital Management LLC

RIASEC RegisteredEst. 2002

Total AUM

$48.7B

Discretionary

$42.3B

87% of AUM

Avg account

$68.2M

Accounts

713

Employees

213

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 122258
Registered since: September 6, 2002
Website: www.scsfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI62.47%
Pooled Investment Vehicles34.96%
Charitable Organizations1.81%
Corporations / Businesses0.34%
Investment Companies0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

SCS Capital Management LLC is an independent registered investment adviser formed in 2002 that operates as both a wealth manager and capital allocator to third‑party alternative managers. The firm serves high‑net‑worth individuals, families and institutional clients and uses a mix of percentage‑of‑AUM, fixed and performance-based fee arrangements. Its advisory services include financial planning, portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, and pension consulting. The firm also engages in CPO/CTA activities and other financial product distribution, and maintains industry relationships across broker‑dealers, futures commission merchants, accounting and law firms, insurers and real‑estate sponsors. SCS does not position itself as an active ESG investor. SCS has been recognized in industry rankings, appearing in Financial Times’ Top 300 RIAs (2020), Barron’s Top 100 RIA Firms (2025), and Citywire’s 50 Growers Across America (2026).