Overview
Assets Under Management: $1.6 billion
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 991
Average Client Assets: $1 million
Frequently Asked Questions
SCS 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 #310849), SCS is subject to fiduciary duty under federal law.
SCS is headquartered in BELLEVUE, WA.
SCS serves 991 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, SCS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
SCS manages $1.6 billion in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, SCS 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 991
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.06
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,472
Discretionary Accounts: 3,472
Regulatory Filings
CRD Number: 310849
Filing ID: 2026812
Last Filing Date: 2026-02-26 12:31:54