SCN Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SCN Capital is a recently formed, state-registered investment adviser that offers discretionary portfolio management and comprehensive financial planning (the planning is embedded within its investment management service) to individuals, high net worth individuals, corporations, and 401(k) plans. The firm also conducts periodic educational seminars and workshops on basic financial literacy topics, which it offers free of charge to clients and prospective clients.
The firm develops an Investment Policy Statement for each client and bases portfolio construction on Modern Portfolio Theory, using predominantly low-cost ETFs, periodic rebalancing, and tax-efficient techniques such as direct indexing, with fundamental analysis as the primary security-evaluation method and occasional use of technical analysis. SCN may select and refer assets to third-party institutional managers after due diligence; it states it does not bill clients separately for those manager fees and instead compensates any selected advisers from its own advisory fee.
Noteworthy for a firm of its type, SCN reports $0 in assets under management as of August 11, 2026 while offering both individual and institutional portfolio management and embedded financial planning—services that are less common among similarly structured, newly registered firms. The brochure also discloses operational concentration and key-person risk and describes mitigants (a compliance consultant and a business continuity plan), and it specifies that SCN does not act as a private fund adviser.
Client services
Expertise
Fee options
$0 - $999,999: 1% $1,000,000 - $1,999,999: 0.9% $2,000,000 - $3,999,999: 0.8% $4,000,000+: 0.75%
Main office
136 Calle De Los Molinos
San Clemente CA 92672
Advisors at this office
1
Most active in
California
Also doing business as
Scn Capital · Scn Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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