S
$3.0M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-29-2019
- Office Locations
- 1
Office Locations
-- Hallandale FL
About SC Capital Management LLC
SC Capital Management LLC is a Florida-registered RIA serving retail investors, providing investment advisory and portfolio management informed by its in-house market commentary and economic analysis. The firm’s managed assets are primarily allocated to equity ETFs, with a research-driven focus on individual stocks, trends, and risk awareness.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$429.9K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Owner & Executives
S
SIMONS LUCAS CHASE JR
Investment Advisor Representative, Owner
- CRD
- #4453068
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,110,339 | -- |
| Non-Discretionary | $899,004 | -- |
| Total | $3,009,343 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing