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Sc&G Financial Advisors, LLC (Panama City)


Sc&G Financial Advisors, LLC is a large advisory firm based in Panama City. It manages $46.43 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama and Florida.

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Sc&G Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sc&G Financial Advisors: assets under management

The assets under management (AUM) of Sc&G Financial Advisors, LLC is $46.43 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.23 million in discretionary accounts and $192.23 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $391.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $32.04 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sc&G Financial Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Panama City

The principal office where Sc&G Financial Advisors, LLC performs its advisory services is located at 501 West 19 Th Street, Panama City, FL 32405 The mailing address of the firm is P.O. Box 1100, Panama City, FL 32402. An additional office of the firm is in Pensacola, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 850-769-9491 or by fax 850-785-9590. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.scgfinancialadvisors.com.


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