CRD: 308391
SBC Investment Management, LLC
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- Custodian
- Charles Schwab & Company · US Bank · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-21-2020
- Office Locations
- 2
Office Locations
About SBC Investment Management, LLC
SBC Investment Management is a Scottsdale, AZ RIA providing portfolio management and financial planning for retail clients. Portfolios are customized to each client’s risk profile, goals, and values, combining systematic quantitative research with experienced qualitative security selection. The process pairs globally diversified core equity and fixed income with tactical “satellite” sleeves (2–5) such as equity, fixed income, macro, and enhanced income trends, with ongoing risk review.
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Investment Themes
Investment Vehicles
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Owner & Executives
BRYANT ELIAS ANDRUS
Chief Compliance Officer, Manager
- CRD
- #5054636
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JAKE ALLEN REHKOP
--
- CRD
- #7473794
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,291,011 | -- |
| Non-Discretionary | $11,450,086 | -- |
| Total | $75,741,097 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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