← Tributary

SCF INVESTMENT ADVISORS, INC.

SAN DIEGO, CA · CRD 123608 · IAPD ↗ · 559-456-6108

$1.35BRegulatory AUM
61Advisory reps
263Employees
3097Clients
26-50Planning clients
0Private funds
53States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — SCF INVESTMENT ADVISORS, INC. (SAN DIEGO, CA) left the SEC roster (was $1.35B RAUM, 61 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2025 — SCF INVESTMENT ADVISORS, INC. reported RAUM down 47% ($2.55B -> $1.35B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — SCF INVESTMENT ADVISORS, INC. shrank from 135 to 61 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2024 — SCF INVESTMENT ADVISORS, INC. notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SCF INVESTMENT ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (4 -> 7).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — SCF INVESTMENT ADVISORS, INC. shrank from 166 to 135 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — SCF INVESTMENT ADVISORS, INC. added office(s): 73 -> 76 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — SCF INVESTMENT ADVISORS, INC. reported RAUM up 44% ($1.77B -> $2.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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