SCS

RIASEC RegisteredEst. 2020

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$473K

Accounts

4,107

Employees

Advisory reps

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 310849
Registered since: November 9, 2020
Website: www.northwestscs.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.36%
Individuals16.02%
Pension & Profit Sharing Plans9.03%
Corporations / Businesses1.66%
Charitable Organizations0.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SCS is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm is individually owned and serves both high-net-worth individuals and institutional clients. Its fee model combines percentage-of-AUM billing with fixed fees, and its business mix includes brokerage of insurance products alongside advisory services. Advisory capabilities span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and client education through seminars and workshops. SCS reports being an active ESG investor and does not operate as a capital allocator or a related adviser. It is not registered as a multi-state adviser.