# SC Wealth Advisors

> SC Wealth Advisors is a state-registered investment advisory firm in Oakbrook Terrace, IL, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 305201
- Filed as: SC WEALTH ADVISORS
- Legal name: Secure Capital Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oakbrook Terrace, IL
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305201
- AdvisorCensus page: https://advisorcensus.com/firm/sc-wealth-advisors-oakbrook-terrace-il-305201

## Quick answers

**How is SC Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), SC Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is SC Wealth Advisors located?**
SC Wealth Advisors' principal office is in Oakbrook Terrace, IL, according to its Form ADV.

**Is SC Wealth Advisors registered with the SEC or a state?**
SC Wealth Advisors is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305201.

**How much does SC Wealth Advisors manage?**
SC Wealth Advisors reports $37,186,685 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does SC Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Does SC Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305201

**What changed in SC Wealth Advisors' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,186,685
- Discretionary: $37,186,685
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $8,561,420 |
| High net worth individuals | 40 | $20,762,287 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $7,862,978 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- scwealthadvisors.com
- Facebook @scwealthadvisors
- LinkedIn @rajan-shah-2a984454

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SC Wealth Advisors (CRD 305201): Form ADV filing data as of October 2026.