Scs Capital Management LLC

Scs Capital Management LLC (CRD# 122258) is a financial advisory firm headquartered in Boston, MA. They manage $16,084,770,234 in 232 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
1 Winthrop Square, Boston, MA 02110
http://www.scsfinancial.com
By the Numbers
  • Total Assets Under Management
    16,085
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $69,330,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, MA, ME, MI, NH, NJ, NY, OH, PA, SC, TN, TX, WI

Financial Advisors at Scs Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Derek Dobecki, financial advisor Boston MA
Derek M. Dobecki
CRD#: 2981094
1 Winthrop Square, Boston, MA 02110
96
Wealthminder
score

Derek Dobecki (CRD# 2981094) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 19 years of experience in the finance industry. Derek Dobecki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen Kenney, financial advisor Boston MA
Stephen V. Kenney
CRD#: 1541908
1 Winthrop Square, Boston, MA 02110
90
Wealthminder
score

Stephen Kenney (CRD# 1541908) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry. Stephen Kenney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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