SC Capital Advisors

SC Capital Advisors is an independent, fee-only Registered Investment Advisor that specializes in providing comprehensive wealth planning and portfolio management services to a diverse client base including business owners, busy professionals, early- to mid-stage retirees, foundations, and endowments. With a history spanning more than 20 years, the company has established itself as a trusted partner to individuals and families, offering tailored wealth management guidance and solutions with a keen understanding of each client’s unique circumstances and objectives.

The firm's approach encompasses every aspect of a client’s wealth, from accumulation and growth to preservation and distribution, delivered with an objective and proactive mindset that accounts for the intricacies of each situation. Notably, SC Capital Advisors operates as a strictly fee-only advisor, distinguishing itself from commission-driven models, and bases its fees on assets under management or one-time consulting fees. Furthermore, the company's independence is reinforced through its use of third-party custodians such as TD Ameritrade Institutional to hold client assets, offering additional peace of mind to clients regarding the security of their investments.

Founded in 1996, SC Capital Advisors is firmly committed to the fee-only, fiduciary business model, positioning itself as a reliable and principled player within the Financial Services industry.