SCS Asset Management, Inc
Firm details
- Headquarters
- Lutz, Florida
- CRD number
- 132450
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI50.41%
- Individuals49.59%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
SCS Asset Management, Inc. is a corporation operating as a non-independent retail registered investment adviser owned by an individual. The firm focuses on serving individual and family clients, providing discretionary portfolio management for individuals and small businesses alongside pension consulting services. Its fee model combines a percentage-of-assets-under-management charge with the option for hourly billing. SCS does not identify as an active ESG investor and is not positioned as a capital allocator that sources third‑party managers.
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
- Exchange Traded Equities41%
- Cash & Cash Equivalents26%
- Private Funds23%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
John Saunders
CEO, Investment AdvisorCRD 2310755
Contacts
1 of 1
Richard Morsch
Vice PresidentCRD 5902897
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lutz, FL
Hillsborough
Location
Lutz, FL
Headquartered in Lutz, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 17872 N Us Highway 41
- Time zone
- ET (UTC-5)
- Office locations
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