SCV Capital LLC

RIASEC Registered
Total AUM
$70K
Discretionary
$70K
100% of AUM
Avg account
$70K
Accounts
1
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

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 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • Gregory Anderson

    Gregory Anderson

    Partner, Portfolio ManagerCRD 2438437

  • Kevin Mccloskey

    Kevin Mccloskey

    PartnerCRD 4529832

  • Jeffrey Moran

    Jeffrey Moran

    PartnerCRD 4159722

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth