SCI, INC.
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 321197
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sci, Inc. is a small, owner-held corporate advisory firm that acts as a capital allocator and adviser to a narrow client roster. The firm’s advisory scope includes portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. Its stated fee model is a percentage of assets under management and its filings indicate the firm operates primarily on a non‑discretionary basis. Investment activity is concentrated in pooled public vehicles rather than direct stock selection or active trading. The firm positions itself to allocate client capital across mutual funds and to third‑party real estate strategies, relying on external managers for alternative exposures and for specialist advisory relationships. Sci, Inc. does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1Debra Sharp
Chief Compliance OfficerCRD 7071711
Contacts
1 of 1Edward Sharp
Compliance ConsultantCRD 7683869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 12 Greenway Plz
- Time zone
- CT (UTC-6)
- Office locations
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