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 an independent, SEC-registered RIA organized as an LLC and active since 2002. The firm positions itself as both an allocator to third-party alternative managers and an adviser across individual, family and institutional client segments. Its fee menu includes percentage-of-AUM arrangements, fixed fees and performance-based compensation, and it also reports other fee structures. Services listed on its filings span financial planning and portfolio management for individuals, small businesses, pooled vehicles and institutional clients, plus pension consulting and selection of other advisers. The firm also conducts business activities tied to commodity/futures trading (CPO/CTA) and other financial product sales. SCS Capital has received industry recognition, appearing on the Financial Times Top 300 RIA list in 2020 and on Barron’s Top 100 RIA list in 2025. The firm does not identify as an active ESG investor on its filings.