Overview
Assets Under Management: $1.3 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 510
Average Client Assets: $931,246
Frequently Asked Questions
SCF INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123608), SCF INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
SCF INVESTMENT ADVISORS, INC. is headquartered in SAN DIEGO, CA.
SCF INVESTMENT ADVISORS, INC. serves 510 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, SCF INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SCF INVESTMENT ADVISORS, INC. manages $1.3 billion in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, SCF INVESTMENT ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 510
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.19
Average High-Net-Worth Client Assets: $931,246
Total Client Accounts: 6,190
Discretionary Accounts: 3,171
Non-Discretionary Accounts: 3,019
Regulatory Filings
CRD Number: 123608
Filing ID: 2001125
Last Filing Date: 2025-07-01 11:48:00
Website: https://atriawealth.com