A complete list of active advisors currently associated with SCN Capital Management

Warmer can help you find a great advisor at SCN Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at SCN Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.