AdvisorCensus / Financial advisors / California / San Diego / SCSC Advisors, LLC
SCSC Advisors, LLC is an SEC-registered investment advisory firm in Rancho Santa Fe, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.
Quick answers
From the filingHow is SCSC Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), SCSC Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does SCSC Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 6, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is SCSC Advisors, LLC located?
SCSC Advisors, LLC's principal office is in Rancho Santa Fe, CA, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is SCSC Advisors, LLC registered with the SEC or a state?
SCSC Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343551.
How much does SCSC Advisors, LLC manage?
SCSC Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 31, 2026.
Does SCSC Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343551
Does SCSC Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 6, 2026 says: "SCSC does not have any minimum requirements for opening or maintaining an account."
What changed in SCSC Advisors, LLC's recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
SCSC’s annual fees for asset management services are generally based on a percentage of the client’s assets under management (“AUM”). These ongoing asset-based fees range up to 1.00% annually and are negotiable
Clients receiving financial planning services on a standalone basis, without concurrent asset management, are generally charged a fixed fee. These fees typically range from $0 to $10,000 and are negotiable
Account minimum: None
The brochure's wording
SCSC does not have any minimum requirements for opening or maintaining an account.
As stated in the firm's Form ADV Part 2A brochure dated July 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated July 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the August 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. SCSC Advisors, LLC (CRD 343551): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/scsc-advisors-llc-rancho-santa-fe-ca-343551