The Firm

Dedicated investment professionals committed to providing clients with independent advice; customized, structured portfolios; and the latest innovations in institutional portfolio research.

SC Capital Advisors is an independent, fee-only Registered Investment Advisor that provides comprehensive wealth planning and portfolio management services to business owners, busy professionals, early- to mid-stage retirees, foundations, and endowments. At SC Capital Advisors, we understand the unique challenges that come with managing wealth. For more than 20 years, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals.

We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.

SC Capital Advisors is strictly a fee-only advisor and offers an alternative to sales based, commission-driven investment advice.  Fees are based on assets under management or one-time consulting fees.  The company does not sell any commissioned products nor receive compensation from any sources other than its clients.  As an independent advisor, the firm uses third party custodians like TD Ameritrade Institutional to hold client assets.  An advisor relationship where the advisor and custodian are separate firms provides clients with additional peace of mind that their assets are safe. You can download a copy of our firm brochure here.

SC Capital Advisors is firmly committed to the fee-only, fiduciary business model.  For the most comprehensive guide in choosing a financial advisor, click this link.

The Team