SCS Capital Management LLC

RIASEC RegisteredEst. 2002

Total AUM

$48.7B

Discretionary

$42.3B

87% of AUM

Avg account

$68.2M

Accounts

713

Employees

213

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 122258
Registered since: September 6, 2002
Website: www.scsfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI62.47%
Pooled Investment Vehicles34.96%
Charitable Organizations1.81%
Corporations / Businesses0.34%
Investment Companies0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

SCS Capital Management LLC is a privately held investment advisor that acts as a capital allocator for both individual/family and institutional clients. Registered with the SEC since 2002 and organized as an LLC, the firm provides a wide range of advisory services including financial planning, discretionary portfolio management across individuals, pooled vehicles and institutions, pension consulting, and selection of other advisers. Its fee arrangements include asset-based fees, fixed fees and performance-based components. The firm is active in third-party manager selection and sponsors pooled vehicles; its business activities also include CPO/CTA and other financial product distribution. SCS Capital has been recognized in industry rankings, appearing among the Financial Times Top 300 RIA Firms (2020) and Barron’s Top 100 RIA Firms (2025).