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
Los Angeles, CA 90212
Credentials
Series 63, Series 65, Series 66
Industry experience
20 years
Rory Wilfork is a financial advisor at SCS Capital Management LLC with 20 years of industry experience. He held positions at Goldman Sachs from 2015 to 2018 before joining SCS Capital Management in 2018. He holds the Series 63, Series 65, and Series 66 licenses. SCS Capital Management provides wealth and investment management to high net worth families and institutional clients, managing approximately $43.1 billion in assets. The firm’s investment approach focuses on asset allocation and external manager selection across traditional and alternative strategies through a combination of 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.
9777 Wilshire Blvd, Suite 818
Los Angeles, CA 90212
California
SCS Capital Management, LLC
2018 - Present (8 years)
Goldman Sachs
2015 - 2018 (3 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.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
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Joseph C. Longo, Attorney At Law
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