Scsc Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Rancho Santa Fe, California
CRD number
343551
Registered since
August 17, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Scsc Advisors, LLC is an individually owned advisory firm with limited public disclosure. FINTRX classifies the firm as unclassified and does not show a year of SEC registration. The firm charges clients using a percentage-of-AUM model and can also use fixed fees. FINTRX indicates Scsc Advisors is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not supplied details about its business activities, advisory services, or outside affiliations.

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

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