SC Wealth Advisors
Firm details
- Headquarters
- Oakbrook Terrace, Illinois
- CRD number
- 305201
- Website
- scwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.83%
- Individuals23.02%
- Pension & Profit Sharing Plans21.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
SC Wealth Advisors is an independent, LLC-structured registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm acts as a capital allocator and provides a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its billing methods include a percentage-of-AUM fee schedule alongside hourly and fixed-fee arrangements. 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 Equities80%
- US Government Bonds8%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities2%
Contacts
3 of 3
Rajan Shah
Co-Founder and Managing MemberCRD 4243578
Richard Borek
Founder and Wealth Management AdvisorCRD 2051694
Shivam Patel
Wealth Management AdvisorCRD 8343825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakbrook Terrace, IL
Du Page
Location
Oakbrook Terrace, IL
Headquartered in Oakbrook Terrace, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 2 Mid America Plz
- Time zone
- CT (UTC-6)
- Office locations
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