A complete list of active advisors currently associated with SCSC Advisors, LLC
Warmer can help you find a great advisor at SCSC Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at SCSC Advisors, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Rancho Santa Fe, CA
| 1
| |
Rancho Santa Fe, CA
| 32
|
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