SC Capital Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

41750 Rancho Las Palmas Dr Ste N3, Ranch...

Phone Number

(760) 776-1488

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SC Capital Advisors

SC Capital Advisors is an independent, fee-only Registered Investment Advisor that provides comprehensive wealth planning and portfolio management services to business owners, busy professionals, early- to mid-stage retirees, foundations, and endowments. At SC Capital Advisors, we understand the unique challenges that come with managing wealth. For more than 20 years, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each clients situation and goals. We bring proven expertise to bear on every aspect of a clients wealthfrom accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships. SC Capital Advisors is strictly a fee-only advisor and offers an alternative to sales based, commission-driven investment advice. Fees are based on assetRead more
SC Capital Advisors's Social MediaPopular SearchesSC Capital Advisors IncSc Capital AdvisorsCrosby Capital Advisors IncSc Capital Advisors LLCCrosby Stein Capital AdvisorsSIC Code 62,628NAICS Code 52,523Show more

SC Capital Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SC Capital Advisors

<$5M
1-10
Private
-
1996
DC
Dana CrosbyWealth Advisor
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SC Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SC Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SC Capital Advisors.

SC Capital Advisors Tech Stack

A closer look at the technologies used by SC Capital Advisors

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Frequently Asked Questions Regarding SC Capital Advisors

What is SC Capital Advisors's official website?
SC Capital Advisors's official website is www.scadvisors.net
What is SC Capital Advisors's Revenue?
SC Capital Advisors's revenue is <$5 Million
What is SC Capital Advisors's SIC code?
SC Capital Advisors's SIC: 62,628
What is SC Capital Advisors's NAICS code?
SC Capital Advisors's NAICS: 52,523
How many employees does SC Capital Advisors have?
SC Capital Advisors has 1-10 employees
What industry does SC Capital Advisors belong to?
SC Capital Advisors is in the industry of: Finance, Securities Trading
What is SC Capital Advisors competition?
SC Capital Advisors top competitors include: Journey Capital Advisers, Montecito Capital Management Group, Evanson Asset Management, QVest
What technology does SC Capital Advisors use?
Some of the popular technologies that SC Capital Advisors uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact SC Capital Advisors?
SC Capital Advisors contact info: Phone number: (760) 776-1488 Website: www.scadvisors.net
What does SC Capital Advisors do?

SC Capital Advisors is an independent, fee-only Registered Investment Advisor that provides comprehensive wealth planning and portfolio management services to business owners, busy professionals, early- to mid-stage retirees, foundations, and endowments. At SC Capital Advisors, we understand the unique challenges that come with managing wealth. For... more than 20 years, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each clients situation and goals. We bring proven expertise to bear on every aspect of a clients wealthfrom accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships. SC Capital Advisors is strictly a fee-only advisor and offers an alternative to sales based, commission-driven investment advice. Fees are based on assets under management or one-time consulting fees. The company does not sell any commissioned products nor receive compensation from any sources other than its clients. As an independent advisor, the firm uses third party custodians like TD Ameritrade Institutional to hold client assets. An advisor relationship where the advisor and custodian are separate firms provides clients with additional peace of mind that their assets are safe. SC Capital Advisors is firmly committed to the fee-only, fiduciary business model.Read More

What are SC Capital Advisors social media links?
SC Capital Advisors Linkedin page SC Capital Advisors Facebook page
Is SC Capital Advisors a public company?
SC Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about SC Capital Advisors

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