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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · FNZ Trust · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-06-2002
- Office Locations
- 26
Office Locations
About SCS Capital Management LLC
SCS Financial is a Boston-based wealth and investment management firm serving ultra high net worth entrepreneurial families, family offices, and institutions. The team acts as a single trusted advisor across a client’s financial life, building sophisticated multi-asset, global portfolios alongside customized financial planning, including estate and income tax strategy. Its “pure” economic model is positioned to reduce conflicts in recommendations.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ANTONY JAMES ABBIATI
Chief Executive Officer, Founder
- CRD
- #2931470
- Ownership
- Less than 5%
NICHOLAS J. ASSELIN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Matthew Charles Badavas
Advisor
- CRD
- #7098373
JACOB EDWARD BAKER
--
- CRD
- #7141784
Showing 2 of 114 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,287,156,034 | $74,844,524 |
| Non-Discretionary | $6,363,041,250 | $42,993,522 |
| Total | $48,650,197,284 | $68,233,096 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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