A complete list of active advisors currently associated with Settlement Capital Advisors

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

Settlement Capital Advisors, LLC provides discretionary portfolio management to individual clients and to entities such as trusts and conservatorships, principally serving non‑high‑net‑worth individuals. The firm’s advisory services are offered alongside affiliated structured settlement and Medicare‑set‑aside businesses that provide settlement planning, secondary market annuity payment streams (SMAPS) and lien‑resolution services. SCA concentrates its investment strategy on dividend‑yielding equities and a limited set of other instruments (bonds, mutual funds, cash management, U.S. Treasuries and certificates of deposit), emphasizing long‑term dividend reinvestment and dollar‑cost averaging. Accounts are generally managed on a discretionary basis through Schwab as custodian, are reviewed at least quarterly, and may be tailored to client‑imposed investment restrictions. Distinctive features disclosed in the brochure include advisors’ appointments with insurance carriers and the receipt of customary insurance commissions through affiliated businesses, a relationship the firm identifies as a potential conflict of interest. The firm also notes practices that are less common among peers — including the use of standing letters of authorization (SLOAs) that can result in being deemed to have custody of client assets — and operates with a small, three‑advisor team serving its client base.

To learn more about the advisors currently working at Settlement Capital Advisors, 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.