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
Atlanta, GA 30339
Credentials
Series 66
Industry experience
26 years
Lamar Davis III is a financial advisor at SCS Capital Management LLC with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Edge Capital Group, Edge Corporate Finance, and Edge Advisors. SCS Capital Management provides wealth and investment management services to high net worth families and institutional clients, managing approximately $43.1 billion in assets. The firm’s investment approach centers on asset allocation and external manager selection across traditional and alternative strategies, utilizing proprietary research and 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.
3333 Riverwood Pkwy, Suite 350
Atlanta, GA 30339
Georgia
SCS Capital Management LLC
2025 - Present (1 year)
Edge Capital Group, LLC
2018 - 2025 (7 years)
Edge Corporate Finance, Llc
2008 - 2017 (9 years)
Edge Advisors, Llc
2007 - 2018 (11 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.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")