SSC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 339313
- Registered since
- January 22, 2026
- Fee structure
- Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SSC is a newly formed limited liability company that registered with the SEC in 2026 and operates under an individual ownership structure. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, and it charges performance-based fees rather than a traditional asset‑based advisory fee. SSC is recorded as unclassified in the available data and is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm does not report active ESG investing as part of its stated profile.
Assets & Accounts
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
Contacts
3 of 3
Theodore Lunney
AdvisorCRD 2351176
Steven Murphy
CRD 6075987
Kent Petty
CRD 2072933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 720 N Post Oak Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Platform Partners LLC
RIAHouston, TX
Financial Synergies
RIAHouston, TX
Quantum Capital Group
RIAHouston, TX
Monex Asset Management, Inc.
RIAHouston, TX
Vestis Advisors, LLC
RIAHouston, TX
Armas Capital Management, LLC
RIAHouston, TX