SCS Capital Management LLC

RIASEC Registered

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 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).