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SCS CAPITAL MANAGEMENT LLC

BOSTON, MA · CRD 122258 · IAPD ↗ · focusfinancialpartners.com · 617-204-6400

$48.65BRegulatory AUM
99Advisory reps
213Employees
0Clients
More than 500Planning clients
62Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SCS CAPITAL MANAGEMENT LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — SCS CAPITAL MANAGEMENT LLC notice-filed in AR, IA, ID, MN, MT, ND, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — SCS CAPITAL MANAGEMENT LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SCS CAPITAL MANAGEMENT LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — SCS CAPITAL MANAGEMENT LLC grew from 78 to 98 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — SCS CAPITAL MANAGEMENT LLC added office(s): 4 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2025 — SCS CAPITAL MANAGEMENT LLC notice-filed in AL, AZ, IN, KY, MS, NM, NV, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — SCS CAPITAL MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
March 2025 — SCS CAPITAL MANAGEMENT LLC reported RAUM up 31% ($30.19B -> $39.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2025 — SCS CAPITAL MANAGEMENT LLC grew from 45 to 78 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — SCS CAPITAL MANAGEMENT LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
April 2024 — SCS CAPITAL MANAGEMENT LLC grew from 35 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.