Scsc Advisors, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds17%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
2 of 2Wesley Ursick
Investment Advisor RepresentativeCRD 2467654
Jonpaul Ursick
Registered RepresentativeCRD 8125040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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