S
SDC Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
SDC Advisory primarily serves pooled vehicles and institutional clients while also offering wealth management and financial planning to individuals and investment companies. The firm provides discretionary portfolio management, standalone financial planning, and is registered to act as a commodity trading advisor.
Its investment approach is systematic and derivatives‑focused, employing option‑based volatility and time‑premium strategies, trend‑following models, and S&P 500 index‑enhancement techniques across equities, ETFs, futures and options. Fee arrangements include percentage‑of‑assets management fees and performance fees, and the firm also offers hourly billing for standalone financial planning engagements — an arrangement that is uncommon for firms in this category.
Distinctive aspects include the firm’s CFTC registration as a CTA and the principal’s licensure as a certified public accountant, which supports an unusual combination of derivatives trading and in‑house accounting/tax services. At the time of filing the firm reported no regulatory assets under management and operates with a small advisory team, reflecting an early‑stage manager profile compared with larger peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
$250 per hour (typical), negotiable
20% of net profits quarterly, after management fees and expenses, billed quarterly in arrears
Account minimum: $100,000
Main office location
SDC Advisory, LLC
Ann Arbor MI, United States
Number of offices
1
Most active in
SDC Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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