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Scs

Updated today

Client assets under management

$1,715,832,149

Clients

2,425

46% high-net worth

Advisors

31

of 46 employees

Firm type

Multi Team

Clients per advisor

81

High

Average account size

$707,560

About

SCS provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, corporations and retirement plans, offering both ongoing discretionary portfolio management and standalone financial planning. The firm also delivers pension consulting and participant-facing education through its SCS Education & Wellness program, which includes financial coaching, group workshops and transition guidance for plan participants.

The firm’s investment approach combines tactical, strategic and dynamic asset allocation and draws on fundamental, technical, cyclical and charting analysis to construct portfolios using mutual funds, ETFs, individual equities, fixed income and variable annuity subaccounts. SCS delivers investment management through its own advisor‑managed wrap platform (SWM II) and through model portfolios available on LPL’s Model Wealth Portfolios program, and it provides ERISA fiduciary services in both 3(21) and 3(38) capacities for retirement plans.

A notable feature that distinguishes SCS from many multi‑team peers is that it operates as a licensed insurance agency and its representatives are licensed insurance producers who may offer insurance products in addition to advisory services, a source of potential conflicts the brochure discloses. The firm also has dually‑registered representatives with platform relationships (including LPL, Schwab and Fidelity), and it manages a significant volume of assets both on a discretionary basis and under advisement for retirement plans, which shapes its platform use and service offering.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fee between $2,500 and $5,000, negotiable based on complexity

Percentage

$0+: Negotiable up to 1.5% annually for investment advisory services $25,000+: Negotiable up to 1.75% annually total account fee for LPL Model Wealth Portfolios (MWP) program, with SCS advisory portion no more than 1.5%

Subscriptions

SCS Education & Wellness fees: $7 per participant annually; flat fees $2,000 up to 500 employees, $5,000 up to 1,000 employees; negotiable pricing

Other

Fee-only: Investment advisory fees based on AUM; Financial planning fixed fee; Pension consulting negotiable fees; Education & Wellness participant fees

Main office location

Scs

10900 Ne 8 Th Street, 15 Th Floor Suite 1550

Bellevue WA 98004, United States

Number of offices

1

Most active in

Alaska · Arizona · California · Colorado · Florida · Hawaii · Idaho · Illinois · Indiana · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · Ohio · Oregon · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paul M

Series 63, Series 65

Bellevue, WA

Scs

Paul Murphy is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at ADP Inc., Transamerica Life Insurance Company, and LPL Financial LLC. Murphy provides investment advisory services through SCS, an independent investment advisor firm. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with multiple analytical approaches to construct diversified portfolios and offers both discretionary asset management and standalone financial planning services.

Founder/Business Owner Retired
user avatar

Kristal M

Series 63, Series 66

Bellevue, WA

Scs

Kristal Mcmahan is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Bensler, LLC (doing business as SCS) since 2020 and LPL Financial LLC since 2014. Outside of her advisory role, she serves as Treasurer for Spokane Valley Licensing. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation, offering discretionary asset management alongside financial planning and pension plan advisory services.

Founder/Business Owner Retired
user avatar

Matthew K

CFP®, Series 63

Bellevue, WA

Scs

Matthew Krows is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at SCS in Bellevue, WA. His prior roles include positions at LPL Financial LLC, Cashman Consulting, Kestra Financial, Highland Capital Brokerage, Investacorp Inc, and John Hancock. SCS advises individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach incorporating tactical, strategic, and dynamic asset allocation, and offers services including discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Founder/Business Owner Retired
user avatar

Justin S

Series 66

Bellevue, WA

Scs

Justin Sandstrom is a financial advisor at Scs in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Financial LLC and Equitable Advisors, LLC. Scs serves individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blend of tactical, strategic, and dynamic asset allocation combined with various analytical approaches to construct diversified portfolios, primarily managed on discretionary platforms provided by LPL.

Founder/Business Owner Retired
user avatar

Eileen C

Series 66

Bellevue, WA

Scs

Eileen Chun is a financial advisor at SCS in Bellevue, WA, with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, American General Life Insurance, and AIG Capital Services. SCS serves individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and pension plan advisory services.

Founder/Business Owner Retired
user avatar

Jeffrey H

Series 63, Series 65

Bellevue, WA

Scs

Jeffrey Hensler is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Bensler, LLC, doing business as SCS, since 2020 and has worked concurrently at LPL Financial LLC since 2005. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blend of tactical, strategic, and dynamic asset-allocation strategies and offers a range of services including discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Founder/Business Owner Retired
user avatar

James B

Series 63, Series 66

Bellevue, WA

Scs

James Beatty is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with LPL Financial LLC since 2003 and has worked at Bensler, LLC (doing business as SCS) since 2020. SCS advises individuals, trusts, corporations, and retirement plans, serving around 2,101 clients with discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, managing approximately $1.64 billion in discretionary assets through a 27-advisor team.

Founder/Business Owner Retired
user avatar

Griffin S

Series 63, Series 66

Bellevue, WA

Scs

Griffin Smith is a financial advisor with Scs in Bellevue, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at LPL Financial LLC since 2003 and has been with Bensler, LLC doing business as SCS since 2020. Scs advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with various analytical approaches to construct diversified portfolios and also provides financial planning, pension plan advisory, and insurance product sales.

Founder/Business Owner Retired
user avatar

Michael I

Series 63, Series 65

Bellevue, WA

Scs

Michael Ivers is a financial advisor at SCS with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Infinex Investments, First Federal Savings and Loan Association of Port Angeles, JPMorgan Chase Bank, and J.P. Morgan Securities. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm employs a blended investment approach incorporating tactical, strategic, and dynamic asset allocation and offers services including discretionary asset management, financial planning, and pension plan advisory.

Founder/Business Owner Retired
user avatar

Hunter G

Series 66

Bellevue, WA

Scs

Hunter Gietzen is a financial advisor with SCS (Bensler, LLC) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. He has worked with firms including LPL Financial and VOYA Financial Advisors and provides investment advisory services through SCS, an independent registered investment advisor. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with fundamental and technical analysis to construct diversified portfolios and offers a range of services including financial planning, pension plan advisory, and insurance product sales.

Founder/Business Owner Retired
user avatar

Katelyn N

Series 65

Bellevue, WA

Scs

Katelyn Nass is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Alegria & Company P.S. and Canyon River Ranch. Scs serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and consulting services.

Founder/Business Owner Retired
user avatar

Jonathan M

Series 63, Series 66

Bellevue, WA

Scs

Jonathan Muench is a financial advisor at SCS with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Osaic Wealth, Alera Investment Advisors, and Triad Advisors. Based in Bellevue, WA, Muench has also operated his own advisory business, Muench Financial, from 2015 to 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm utilizes a blend of tactical, strategic, and dynamic asset allocation combined with fundamental and technical analysis to manage portfolios, offering both discretionary asset management and standalone financial planning services.

Founder/Business Owner Retired
user avatar

Brendan S

Series 66

Bellevue, WA

Scs

Brendan Sullivan is a financial advisor at Scs with 16 years of industry experience. He holds the Series 66 designation and has previously worked with Parcion Private Wealth LLC, Sound Legacy Wealth Advisors, The Bahnsen Group, and HIGHTOWER Advisors. Scs serves individuals, trusts, corporations, and retirement plans with a 27-advisor team managing approximately $1.64 billion in discretionary assets. The firm employs a comprehensive investment approach combining tactical, strategic, and dynamic asset allocation alongside fundamental and technical analysis.

Founder/Business Owner Retired
user avatar

Lee W

Series 63, Series 66

Bellevue, WA

Scs

Lee Whittles is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Bensler, LLC (doing business as SCS) since 2020 and has also been affiliated with LPL Financial LLC since 2013. Outside of his advisory work, Whittles serves as a paid professional ski patroller with the Mission Ridge Ski Patrol. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a combined tactical, strategic, and dynamic asset allocation approach and offers a range of services including discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

Founder/Business Owner Retired
user avatar

Kevin C

Series 65

Bellevue, WA

Scs

Kevin Chen is a Series 65-licensed financial advisor at SCS with one year of industry experience. His prior work includes roles at Parcion Private Wealth LLC and Expedia Group. Outside of finance, he has experience working at Sambica Summer Camp and Retreat Center. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various forms of analysis to construct diversified portfolios, and also offers pension plan advisory and employee benefits consulting services.

Founder/Business Owner Retired
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