$1.9B Total AUM
$1.9B Disc. AUM
37.0% 3Y CAGR
46 Employees
2,493 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2020
- Office Locations
- 2
Office Locations
10900 NE 8TH Street 15th Floor - Suite 1550 Bellevue WA
-- Port Townsend WA
About SCS
SCS is a Bellevue-based RIA with 2 offices. The firm has been operating for 5 years. Managing $1.9B in total assets under management, with 32 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
47 AVG AGE
$60.7M AVG AUM / ADVISOR
$778.8K AVG AUM / CLIENT
3.2 yrs AVG TENURE
46 Employees
32 Advisory Reps
30 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAMES RICHARD BEATTY
Partner, Principal Investment Strategist
- CRD
- #3055477
- Ownership
- 50% but less than 75%
Available
Available
Available
JEFFREY JOHN HENSLER
Partner, Senior Financial Consultant
- CRD
- #3093973
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 5 owners & executives
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STEVEN WILLIAM BRACE
Retirement Plan Consultant
- CRD
- #1550534
Available
Available
Available
Kevin Cheng-Yun Chen
Financial Advisor
- CRD
- #7853412
Available
Available
Available
Showing 2 of 32 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,941,526,044 | $472,736 |
| Non-Discretionary | $0 | -- |
| Total | $1,941,526,044 | $472,736 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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