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Scm Advisors LLC (San Francisco)


Scm Advisors LLC is a large advisory firm based in San Francisco. It manages $8.82 billion of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 9 other states.

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Scm Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scm Advisors: assets under management

The assets under management (AUM) of Scm Advisors LLC is $8.82 billion. The firm's AUM has grown by 26032% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.8 billion in discretionary accounts and $28.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $61.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.06 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scm Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. The Phoenix Companies Indirect owner 1 Jun 2001 50% - 75% 06-1599088
Phoenix Investment Management Company Indirect owner 1 May 2005 75% - 100% 06-1605029
Inc. Virtus Investment Partners Indirect shareholder 1 Nov 2008 75% - 100% 26-3962811

Based in San Francisco

The principal office where Scm Advisors LLC performs its advisory services is located at 909 Montgomery Street, San Francisco, CA 94133, which is also the mailing address of the firm. An additional office of the firm is in Hartford, CT. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-486-6500 or by fax 415-486-6780. The normal business hours are 5:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.scmadvisors.com.


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