Scsc Advisors, LLC
Firm details
- Headquarters
- Rancho Santa Fe, California
- CRD number
- 343551
- Registered since
- August 17, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.87%
- Individuals18.75%
- Corporations / Businesses13.83%
- Charitable Organizations3.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Scsc Advisors, LLC is an independent registered investment adviser that began its SEC registration in 2026. The firm is structured as an LLC with individual ownership and serves both high-net-worth individuals and institutional clients. Core activities include financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional accounts, along with pension consulting services. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities75%
- US Government Bonds17%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
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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