SSC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
8
Advisory reps
3

Firm details

Headquarters
Houston, Texas
CRD number
339313
Registered since
January 22, 2026
Fee structure
Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SSC is a newly formed limited liability company that registered with the SEC in 2026 and operates under an individual ownership structure. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, and it charges performance-based fees rather than a traditional asset‑based advisory fee. SSC is recorded as unclassified in the available data and is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm does not report active ESG investing as part of its stated profile.

Assets & Accounts

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

Contacts

3 of 3
  • Theodore Lunney

    Theodore Lunney

    AdvisorCRD 2351176

  • Kent Petty

    CRD 2072933

  • Steven Murphy

    CRD 6075987

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
720 N Post Oak Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth