Advisor at SCS Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SCS Capital Management LLC
Location
Charlotte, NC 28202
Credentials
CFA®, Series 63, Series 65
Industry experience
26 years
Kendrick Mattox III is a CFA charterholder with 26 years of industry experience. He is currently a financial advisor at SCS Capital Management LLC and has previously worked at Edge Capital Group, LLC, Edge Advisors, LLC, and Edge Corporate Finance, LLC. Mattox serves on the boards of The Fletcher School and Pat’s Place restaurant and participates on the finance committee of the Charlotte Country Club. SCS Capital Management provides wealth and investment management services to high net worth families, institutional clients, and pooled investment vehicles. The firm’s investment approach focuses on asset allocation and external manager selection across a range of traditional and alternative strategies, utilizing proprietary research and manager due diligence.
Based on SCS Capital Management LLC
Based on SCS Capital Management LLC
Certain clients pay agreed upon fixed service fees, consulting fees, and bill pay fees, generally billed quarterly.
Generally around 0.75%, negotiable, varies by client and factors such as assets under management and services provided
For certain pooled investment vehicle investors (non-wealth management clients), Carried Interest ranges from 5% to 15% of distributions above preferred returns.
Minimum fee: SCS generally requires clients to be subject to a minimum relationship fee level that is mutually agreed upon and may be waived.
200 S. College St, Suite 1520
Charlotte, NC 28202
North Carolina
SCS Capital Management LLC
2025 - Present (1 year)
Edge Capital Group, LLC
2018 - 2025 (7 years)
Edge Advisors, LLC
2011 - 2018 (7 years)
Edge Corporate Finance, LLC
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Series 65
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