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 SEC-registered investment adviser organized as an LLC and operating since 2002. It acts as a capital allocator for both individual and institutional clients, providing portfolio management, financial planning and pension consulting, plus selection-of-advisers services. The firm charges a mix of percentage-of-AUM, fixed and performance-based fees and also lists additional fee arrangements. It does not present itself as an active ESG investor. The firm engages in business activities that include commodity pool operator/commodity trading adviser (CPO/CTA) functions and other financial product sales. Its industry connections extend to broker-dealers, futures commission merchants, accounting and law firms, insurance companies, real estate brokers and sponsors or general partners of pooled investment vehicles. SCS Capital has been recognized in industry rankings, appearing in the Financial Times Top 300 RIA Firms (2020) and Barron’s Top 100 RIA Firms (2025).