SCSC Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,547,443
Clients
126
Advisors
2
of 2 employees
About
SCSCAdvisors, LLC provides asset management, financial planning, and retirement plan consulting to a mix of individuals, trusts, foundations, retirement plans, and business entities. As of October 1, 2026 the firm reported $158,010,845 in discretionary assets under management and supports two investment adviser representatives across 126 client relationships.
The firm delivers customized portfolios and advice primarily through discretionary mandates, documenting client objectives, restrictions, and periodic reviews in formal agreements. SCSC combines fundamental and technical analysis with third‑party research and implements a range of strategies, including asset allocation, short‑ and long‑term trading, option writing, and the use of margin, and it discloses the deployment of artificial intelligence tools in its process.
Notable brochure disclosures include a focused discussion of AI‑related risks, the practice of billing on the margin portion of accounts when margin is used (including in option‑selling strategies), and providing ERISA fiduciary services under Sections 3(21) and 3(38) for retirement plans. The firm also reports all assets as discretionary, documents legacy client fee arrangements that may differ from current schedules, and is deemed to have constructive custody through direct fee debiting and standing letters of authorization.
Client services
Expertise
Fee options
Fixed fee basis available for asset management in certain cases, not to exceed 1.00% annually
$0+: up to 1.00% annually (negotiable) $0+: up to 0.50% annually for retirement plan consulting (negotiable)
Fee-only: Fixed fees for standalone financial planning typically range from $0 to $10,000 (negotiable)
Main office
16950 Via De Santa Fe, Suite 5060 180
Rancho Santa Fe CA 92067
Advisors at this office
2
Most active in
California · Colorado · Texas
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.
Advisors at this firm
Jonpaul U
Series 63, Series 65
Rancho Santa Fe, CA
SCSC Advisors, LLC
Jonpaul Ursick is a financial advisor at SCSC Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Deloitte. Ursick has also been self-employed and worked at USHW earlier in his career. SCSC Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and business entities. The firm uses a range of strategies including fundamental and technical analysis, option writing, and AI tools, managing over $158 million in discretionary assets across more than 120 client relationships.
Wesley U
Series 63, Series 65
Rancho Santa Fe, CA
SCSC Advisors, LLC
Wesley Ursick is a financial advisor at SCSC Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and LPL Financial. He serves on the board of a health solutions nonprofit in Pueblo, Colorado. SCSC Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and business entities. The firm employs a variety of strategies including fundamental and technical analysis, option writing, and the use of artificial intelligence tools within discretionary portfolio management.
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