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 client’s situation and goals. We bring proven expertise to bear on every aspect of a client’s wealth—from 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.
View Top Employees from SC Capital AdvisorsWebsite | http://www.scadvisors.net |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 1996 |
Address | 41750 Rancho las Palmas Dr, Rancho Mirage, California 92270, US |
Phone | (760) 776-1488 |
Fax | (760) 776-5778 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Andrews Capital Management, Liberty Partners Financial Services, LLC, ODER & STEWART INVESTMENT MANAGEMENT LLC, Prosperity Financial Group, Inc., Telos Capital Management Inc |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular SC Capital Advisors employee's phone or email?
The SC Capital Advisors annual revenue was $1 million in 2023.
David McDonald is the Chief Executive Officer, Portfolio Manager and Founder of SC Capital Advisors.
5 people are employed at SC Capital Advisors.
SC Capital Advisors is based in Rancho Mirage, California.
The NAICS codes for SC Capital Advisors are [52, 523, 52393, 5239].
The SIC codes for SC Capital Advisors are [628, 62].