SBC Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SBC Investment Management is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and periodic educational workshops. The firm serves individuals (including high-net-worth and non-high-net-worth clients), charitable organizations, corporations, and pooled investment vehicles, and reported approximately $75.6 million in assets under management across 59 client accounts as of December 31, 2025.
The firm’s investment process combines fundamental, technical, cyclical, and quantitative analysis and emphasizes asset allocation and both long- and short-term trading strategies. Portfolio supervision is guided by client-specific factors — cash flow and income needs, risk tolerance, timing of liquidity needs, and tax profile — and clients receive written plans and periodic performance reporting.
Noteworthy aspects include the firm’s involvement with affiliated private funds and pooled vehicles (it is the managing member of related SBC Investment Financing entities and discloses a private fund under common control), and its disclosure that it will not charge advisory fees on amounts invested in that related fund while subjecting the fund to independent annual audits. The brochure also discloses related consulting and real estate management entities and the firm’s provision of no-cost educational seminars, features that are less common among peers in this category.
Client services
Expertise
Fee options
Financial planning fees charged on a fixed fee basis, typically $2,500 to $25,000
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $1,000,000,000: 0.30%
Account minimum: $100,000 Fee-only: Financial planning fees typically range from $2,500 to $25,000 on a fixed fee basis
Main office
See office7272 East Indian School Road, Suite 540
Scottsdale AZ 85251
Advisors at this office
1
Offices (2)
Most active in
Arizona · Florida · Iowa · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
Advisors at this firm
Jake R
Series 66
Saint George, UT
SBC Investment Management, LLC
Jake Rehkop is a financial advisor at SBC Investment Management, LLC with a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, nA, Mountain America Credit Union, and Chrysalis. SBC Investment Management is a state-registered investment adviser serving individuals, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, employing a multi-faceted investment process that incorporates fundamental, technical, cyclical, and quantitative analysis tailored to client-specific factors.
Bryant A
CFP®, Series 66
Scottsdale, AZ
SBC Investment Management, LLC
Bryant Andrus is a CFP® with 16 years of industry experience and currently serves as an advisor at SBC Investment Management, LLC. His prior experience includes roles at U.S. Bank and Keats, Connelly and Associates, LLC. He is also the owner of State Bird Corporation, a consulting firm that offers financial, tax, and business solutions. SBC Investment Management provides investment supervisory services and financial planning to individuals, charitable organizations, corporations, and pooled investment vehicles. The firm integrates fundamental and quantitative analysis with asset allocation and employs both long- and short-term trading strategies tailored to client needs.
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