Scsc Advisors, LLC
Firm details
- Headquarters
- Rancho Santa Fe, California
- CRD number
- 343551
- Registered since
- August 17, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Scsc Advisors, LLC is an individually owned advisory firm with limited public disclosure. FINTRX classifies the firm as unclassified and does not show a year of SEC registration. The firm charges clients using a percentage-of-AUM model and can also use fixed fees. FINTRX indicates Scsc Advisors is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not supplied details about its business activities, advisory services, or outside affiliations.
Assets & Accounts
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
Contacts
2 of 2Wesley Ursick
Investment Advisor RepresentativeCRD 2467654
Jonpaul Ursick
Registered RepresentativeCRD 8125040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rancho Santa Fe, CA
San Diego
Location
Rancho Santa Fe, CA
Headquartered in Rancho Santa Fe, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 16950 Via De Santa Fe
- Time zone
- PT (UTC-8)
- Office locations
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