Scsc Advisors, LLC

RIASEC Registered
Total AUM
$158M
Discretionary
$158M
100% of AUM
Avg account
$1.2M
Accounts
131
Employees
2
Advisory reps
2

Firm details

Headquarters
Rancho Santa Fe, California
CRD number
343551
Registered since
August 17, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI63.87%
  • Individuals18.75%
  • Corporations / Businesses13.83%
  • Charitable Organizations3.55%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Scsc Advisors, LLC is a newly formed, SEC-registered limited liability company positioned as a small, owner-operated advisory practice. The firm indicates registration in 2026 and is owned by an individual; it is classified in the dataset as "Unclassified." Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The dataset also flags the firm as not being a capital allocator and not an active ESG investor. The firm’s fee model combines a percentage-of-AUM schedule with the option for fixed fees. The record lists Scsc Advisors as a single-state adviser and notes it is not a related adviser. There is a data point that pension consulting services are offered, while a separate flag marks the firm as not a pension consultant; the entry suggests the firm promotes pension-related services but is not identified as a formal pension consultant in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 17%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Private Funds 1%, Other 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds17%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%

Contacts

2 of 2
  • Wesley Ursick

    Investment Advisor RepresentativeCRD 2467654

  • Jonpaul Ursick

    Registered RepresentativeCRD 8125040

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rancho Santa Fe, CA

San Diego

Location

Rancho Santa Fe, CA

Headquartered in Rancho Santa Fe, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
16950 Via De Santa Fe
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth