SC WEALTH ADVISORS

Overview

SC Wealth Advisors is a small, independent registered investment adviser run under individual ownership that acts as a capital allocator for both high-net-worth individuals and institutions. The firm emphasizes equity exposure, using exchange-traded equities as its primary building block while layering in third-party managers and nontraditional strategies where appropriate. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers, which aligns with a hybrid service model combining discretionary portfolio management and fee-for-service planning. The firm charges a mix of percentage-of-AUM fees and non-AUM fees (hourly and fixed), which supports both ongoing portfolio management relationships and project-based planning engagements. SC Wealth Advisors is not positioned as an ESG-active manager and does not report multi-state adviser status. It maintains an affiliation with an insurance company, which can shape product access and distribution for certain clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices