S
SCN Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,480,292
Clients
48
50% 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
48
HighAverage account size
$1,218,339
About
SCN Capital Management manages approximately $58.5 million in client assets for about 48 individual clients and provides ongoing portfolio management and investment advisory services, typically billed as a percentage of assets under management. The firm's Form ADV Part 2 discloses its fee and compensation policies as well as standard custodial and brokerage arrangements.
The brochure outlines the firm’s methods of analysis, investment strategies and the attendant risks of loss (Item 8), and describes its account review procedures (Item 13) and the firm’s approach to investment discretion (Item 16). It also addresses custody and brokerage practices (Items 12 and 15), indicating how client assets are held and traded under disclosed policies.
Compared with many peers, the firm’s modest client base combined with its reported assets under management produces a relatively high assets-per-client ratio, which may correspond to more concentrated, individualized client relationships. The ADV also includes a section on performance-based fees and side‑by‑side management (Item 6) and on other financial industry activities and affiliations (Item 10), disclosures that are less common for small independent advisers and may signal atypical fee arrangements or external relationships.
Client services
Financial planning
Portfolio management
Main office location
SCN Capital Management
Woodbridge VA, United States
Number of offices
1
Most active in
SCN Capital Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · Virginia
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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