SCV Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 334655
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
SCV Capital LLC is a very small, single-office registered advisory firm organized as a limited liability company and owned by an individual. The firm’s advisory activity centers on discretionary portfolio management for individuals, small businesses and institutional/business clients, and it charges fees on a percentage-of-assets-under-management basis. Investment posture is equity‑centric: the firm reports a preference for exchange‑traded equities as its primary vehicle for public market exposure. SCV Capital LLC is not an active ESG investor, is not structured as a capital allocator, and does not report multi‑state operations. Because the firm’s managed assets are modest, its investment program appears built around straightforward equity exposure with the ability to access third‑party alternative strategies where appropriate. Custody and execution are handled through Fidelity Brokerage Services LLC, which holds the firm’s reported assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Contacts
3 of 3
Gregory Anderson
Partner, Portfolio ManagerCRD 2438437

Kevin Mccloskey
PartnerCRD 4529832

Jeffrey Moran
PartnerCRD 4159722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations