S
SCS Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,204,182
Clients
67
12% high-net worth
Advisors
1
of 2 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
67
Very HighAverage account size
$450,809
About
SCS Asset Management is a small SEC‑registered adviser managing roughly $30 million for about 67 clients and provides discretionary and non‑discretionary portfolio management, modular financial consulting, and pension consulting to individual and high‑net‑worth clients. The firm also offers plan‑level advice and participant education services for employee benefit plans in addition to hourly consulting engagements.
The firm tailors portfolios to client objectives and may use fundamental, technical, and charting analysis, employing both long‑term holdings and occasional short‑term trades as suitability dictates; management can be subject to written client guidelines or discretionary authority. The principal holds the Certified Plan Fiduciary Advisor (CPFA) designation and the firm acknowledges fiduciary duties when advising on retirement accounts under applicable rules.
Notably, SCS is affiliated with a pension consulting entity that operates under an exemption for consultants to large plans and is also affiliated with a licensed insurance agency, so its personnel are licensed to sell insurance products and may receive commission compensation separate from advisory fees. Those affiliations and dual roles are disclosed as potential conflicts of interest (for example, referrals to or compensation from affiliated services), and the firm describes processes to inform clients and allow clients to decline affiliated products.
Client services
Portfolio management
Pension consulting
Advisory consulting services
Expertise
General retirement planning
Occupation focus
Retired
Fee options
$0 - $300,000: 2.00% $300,001 - $700,000: 1.75% $700,001 - $1,500,000: 1.50% $1,500,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $15,000,000: 0.75% $15,000,001 - $20,000,000: 0.50% $20,000,001 - Negotiable: Negotiable
Insurance commissions earned by associated persons from selling insurance products are separate and in addition to advisory fees.
Advisory Consulting Services hourly fee: $250/hour for Senior Registered Investment Advisor; $150/hour for Registered Investment Advisor Representative.
Main office location
SCS Asset Management, Inc.
17872 Us Highway 41 N
Lutz FL 33549, United States
Number of offices
1
Most active in
SCS Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida · Tennessee · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
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