SCI, INC.

RIASEC Registered
Total AUM
$25.6M
Discretionary
$0
0% of AUM
Avg account
$2.8M
Accounts
9
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • Debra Sharp

    Chief Compliance OfficerCRD 7071711

Contacts

1 of 1
  • Edward Sharp

    Compliance ConsultantCRD 7683869

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
12 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth