$43.1B Total AUM
$36.9B Disc. AUM
9.4% 3Y CAGR
210 Employees
597 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · FNZ Trust · JP Morgan · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- HarborCatalyst +more
- Established Date
- 09-06-2002
- Office Locations
- 17
Office Locations
10 Memorial Boulevard Suite 1003 Providence RI
1328 Forrest Park DR Nashville TN
145 Maplewood Avenue Suite 210 Portsmouth NH
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
41 AVG AGE
$440.1M AVG AUM / ADVISOR
$72.3M AVG AUM / CLIENT
2.3 yrs AVG TENURE
210 Employees
98 Advisory Reps
73 RIA Reps
23yrs Firm Age
Insights
See the complete signal summary connected to capital prime.
Full visibility includes strategy notes for atlas crest prime.
See the complete signal summary connected to focus meridian.
Premium access reveals conviction themes in wave atlas.
Upgrade to reveal position-level detail across zenith delta.
See the complete signal summary connected to crest ridge.
Full visibility includes strategy notes for fusion vital.
Request access to benchmark trends tied to capital timber.
Asset Classes
Fusion Glacier Catalyst horizon Legacy Radial north Frontier horizon North ember Pathway Ember value Atlas optima Alpha
Client Personas
Delta foundation
CRM
Quantum alpha
Custodian
Peak Zenith quantum Catalyst Quantum Eagle Element optima Focus quantum Eagle
Fund Managers
Value frontier
Investment Themes
Atlas Atlas vertex Vector Focus harbor Unison catalyst
Investment Vehicles
Optima Vertex horizon Meridian delta
Platform
Delta atlas Radial summit
Services
Catalyst frontier Vital Capital vertex Crest Bridge glacier Matrix eagle
Technology
Meridian wave Pathway glacier Fusion foundation Prime Legacy vector
Owner & Executives
A
ANTONY JAMES ABBIATI
Chief Executive Officer, Founder
- CRD
- #2931470
- Ownership
- Less than 5%
(446) 450-1598
capital.vertex@vertexcapital.com
in linkedin.com/in/radial-glacier
N
NICHOLAS J. ASSELIN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(347) 898-1083
harbor.foundation@oakcapital.com
in linkedin.com/in/timber-timber
E
Element oak
Pioneer harbor foundation
- CRD
- #15730
- Ownership
- 28.3%
(875) 580-4740
frontier.unison@legacycapital.com
in linkedin.com/in/ember-value
Showing 2 of 8 owners & executives
Unlock allContacts
M
Madison Kathryn Amsberry
--
- CRD
- #6599795
(659) 753-5297
horizon.fusion@frontiercapital.com
in linkedin.com/in/prime-pathway
M
Matthew Charles Badavas
Advisor
- CRD
- #7098373
(321) 851-4099
alpha.north@unisoncapital.com
in linkedin.com/in/radial-glacier
B
Beacon insight
Harbor atlas timber
- CRD
- #54096
(509) 407-4081
pioneer.horizon@catalystcapital.com
in linkedin.com/in/zenith-foundation
Showing 2 of 91 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,861,042,012 | $63,663,285 |
| Non-Discretionary | $6,273,626,521 | $43,871,514 |
| Total | $43,134,668,533 | $59,743,308 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $27,916,040,210
Public Funds:
7.7% Equity - Exchange:
13.0% Private Funds:
13.0% Cash:
20.2% Municipal Bonds:
8.4% U.S. Government/Agency:
8.4% Corporate - Investment Grade:
16.6% Other:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $584,599,713 | 7.7% |
| Equity - Exchange | $986,986,529 | 13.0% |
| Private Funds | $986,986,529 | 13.0% |
| Cash | $1,533,625,222 | 20.2% |
| Municipal Bonds | $637,745,142 | 8.4% |
| U.S. Government/Agency | $637,745,142 | 8.4% |
| Corporate - Investment Grade | $1,260,305,876 | 16.6% |
| Other | $964,209,917 | 12.7% |
| Total | $7,592,204,070 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY QUANTUM ELEMENT | PIONEER BRIDGE | ML859PV8N | QFA | 10.73% | $10,830,706 |
| RIDGE SIGNAL | PIONEER PEAK | 1G3BLSSZZ | KMUKE | 2.74% | $36,436,327 |
| ELEMENT MERIDIAN BRIDGE | NORTH TIMBER | ZHQH1Q49F | SJJAP | 7.21% | $72,305,611 |
| GLACIER OAK | CATALYST MOMENTUM | KNZY8MIPO | LTWFN | 9.30% | $59,905,873 |
| FOUNDATION MATRIX CAPITAL | GLACIER EAGLE | NFIPVBKM4 | ZPQE | 4.89% | $21,428,580 |
| PATHWAY VECTOR | VALUE LEGACY | EKIXV8NE5 | HXKX | 7.58% | $88,605,896 |
| CREST SUMMIT INSIGHT | BEACON CREST | WY7MQGZE6 | FWU | 10.24% | $59,631,201 |
| LEGACY TIMBER | VALUE HORIZON | GEJVEFAWI | MDG | 5.53% | $34,281,674 |