SCN Capital

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Clemente, California
CRD number
343107
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SCN Capital is organized as a limited liability company that provides advisory services on a fee basis tied to assets under management. The firm describes itself as a capital allocator and offers financial planning, portfolio management for individuals, small businesses and institutions, manager selection services, and educational seminars and workshops. SCN Capital does not identify as an active ESG investor and is not registered as a multi-state adviser; the firm’s SEC registration year is not reported.

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

1 of 1
  • Sujit Naran

    Sujit Naran

    Investment Adviser RepresentativeCRD 5044071

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Clemente, CA

Orange

Location

San Clemente, CA

Headquartered in San Clemente, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
136 Calle De Los Molinos
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth