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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · FNZ Trust · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-06-2002
- Office Locations
- 25
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.
Reported data analysis
What the numbers show
Between December 10, 2025 and March 19, 2026, reported AUM increased 12.8%, from $43.1B to $48.7B.
Across 5 reported observations, AUM increased 51.2% between August 15, 2022 and March 19, 2026, from $32.2B to $48.7B.
Of the latest reported AUM, 86.9% is discretionary and 13.1% is non-discretionary.
The firm reports 99 advisory representatives and 589 clients, or 5.9 clients per representative. That equates to $82.6M in reported AUM per client.
The profile lists 25 reported office locations and 23 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full SCS Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 108 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
SMA allocation detail is available
SCS Capital Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
SCS Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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