Scd Capital, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,585,681
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
22
41% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$253,895
About
SCD Capital provides discretionary investment management to individuals, high‑net‑worth clients, and other entities, and also serves as investment manager and general partner for a related private pooled investment vehicle; the firm manages roughly $9.47 million across a small number of client relationships. Services include ongoing portfolio supervision for separate accounts and portfolio management for the private fund.
The firm employs a primarily top‑down investment process that combines technical charting and cyclical analysis with focused fundamental research, and it may hold long and short positions across equities, ETFs, closed‑end funds and fixed‑income securities. SCD Capital may use margin borrowing in separately managed accounts and implements option strategies and short sales where appropriate, while tailoring investment policies to each client’s objectives.
What distinguishes SCD Capital from many peers is its dual role as manager of a pooled long/short vehicle in addition to managing separate accounts, and its use of performance‑based compensation for the fund subject to a loss carry‑forward provision. The firm has a prior regulatory disclosure — a 2017 consent order related to block trading — and provides audited reporting and custodian statements for investors in its pooled vehicle.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
$1 - $1,000,000: 2.00% $1,000,000 - $5,000,000: 1.75% Above $5,000,000+: 1.50%
20% of net profits annually as performance-based fee for Daily Capital Partners, LP with loss carry-forward provision
Account minimum: No minimum for separate client accounts; $250,000 minimum investment for Daily Capital Partners, LP (private fund), lesser amounts considered case-by-case Fee-only: Asset management fees based on percentage of AUM as per tiered schedule for separate accounts; 0.5% quarterly management fee (approximately 2% annually) for Daily Capital Partners, LP (private fund)
Main office location
Scd Capital, Inc.
Charlotte NC, United States
Number of offices
1
Most active in
Scd Capital, Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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