SCS Capital Management LLC
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
FINTRXOverview
SCS Capital Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2002. The firm serves both individual and family clients as well as institutional investors, and positions itself as a capital allocator that blends discretionary portfolio management with advisory and financial planning services. Its fee schedule includes percentage-of-AUM, fixed fees, performance-based arrangements and other fee types. Advisory capabilities span portfolio management for individuals, pooled vehicles and institutional clients, pension consulting and selection of sub‑advisers. The firm also lists business activities that include CPO/CTA work and other financial product sales, and its industry affiliations extend to broker‑dealer and sponsor roles among others. SCS is not described as an active ESG investor. The firm has been recognized by outside publications, including Financial Times’ Top 300 RIA Firms (2020), Barron’s Top 100 RIA Firms (2025) and Citywire’s 50 Growers Across America (2026).
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities23%
- Private Funds15%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
Owners & executives
3 of 4
Marcelo Vedovatto
Chief Operating OfficerCRD 7112305

Antony Abbiati
Founder & CEOCRD 2931470

Bradley Macdonald
Chief Investment OfficerCRD 2224770
Contacts
3 of 81
Kyle Tracey
Managing Director, Private Client GroupCRD 5656660

Kathleen Longo
DirectorCRD 5901085

Debra Stokes
Associate Wealth AdvisorCRD 5078922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 231Active vs passive
$9.6B in ETFs
90%
$8.7B
1%
$974M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $1.2B | 20,007,805 | 12.24% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 888 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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