SCF INVESTMENT ADVISORS, INC.
Latest filing: Mar 28, 2025 (74 days ago)
AUM
$1,349,597,453
-47% change vs. 1 year ago
-29% change vs. 3 years ago
16% change vs. 5 years ago
56% change vs. 10 years ago
Employee Count
263
-25% change vs. 1 year ago
44% change vs. 3 years ago
92% change vs. 5 years ago
255% change vs. 10 years ago
Main Office
SAN DIEGO, CA
10150 MEANLEY DRIVE, SAN DIEGO, CA, UNITED STATES, 92131
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.6 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $1.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 5,643 | $0.9 |
| Average Individual AUM | $151,576 | |
| HNW | 510 | $0.5 |
| Average HNW AUM | $931,247 | |
| Retail Total | 6,153 | $1.3 |
| Average Retail AUM | $216,200 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.8 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE VILLAGE-CA-USA | $0.7 |
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.5 |
| PERSHING LLC | JERSEY CITY-NJ-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $1.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 13% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 79% | $1.1 |
| Other Pools | 0% | $0.0 |
| Cash | 8% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CADARET, GRANT & CO., INC. | $7.7 | broker-dealer | 10641 |
| CUSO FINANCIAL SERVICES, L.P. | $5.4 | broker-dealer | 42132 |
| NEXT FINANCIAL GROUP, INC. | $3.8 | broker-dealer | 46214 |
| WESTERN INTERNATIONAL SECURITIES, INC. | $3.5 | broker-dealer | 39262 |
| GROVE POINT ADVISORS, LLC | $2.5 | 313171 | |
| SORRENTO PACIFIC FINANCIAL, LLC | $0.2 | broker-dealer | 127787 |
| NEXT FINANCIAL INSURANCE SERVICES COMPANY | $0.0 | - | |
| CFS INSURANCE & TECHNOLOGY SERVICES, LLC | $0.0 | - | |
| GROVE POINT INVESTMENTS, LLC | $0.0 | broker-dealer | 1763 |
| SCF SECURITIES, INC. | $0.0 | broker-dealer | 47275 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| MEADOWS JR, RANDY, LAYNE | CHIEF FINANCIAL OFFICER |
| COX, GRANT, DAVID | CHIEF MARKETING OFFICER |
| KETTERER, DOUGLAS, JOHN | DIRECTOR |
| ELIAS JR, EUGENE, HENRI | DIRECTOR |
| KNIGHT, BARRY, GLENN | PRESIDENT |
| WHITE, LAURA, NICOLE | ADVISORY CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
134 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOHN STUDNICKY | SAN DIEGO | CA | S63|1990-02-22|S65|2012-04-21 | ||||||
| THOMAS DETTORE | SAN DIEGO | CA | S63|1988-09-15 | CERTIFIED FINANCIAL PLANNER | |||||
| RICARDO ALMAGUER | SAN DIEGO | CA | S63|1994-09-27|S65|2003-01-11 | ||||||
| LAWRENCE LEE | SAN DIEGO | CA | S63|2008-10-27|S66|2016-07-11 | ||||||
| PHILIP DETTORE | SAN DIEGO | CA | S63|1984-11-28 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL TROXLER | SAN DIEGO | CA | S63|1997-02-20|S65|1998-01-27 | CERTIFIED FINANCIAL PLANNER | |||||
| CARL PERUZZOTTI | SAN DIEGO | CA | S66|2007-07-18 | ||||||
| MICHAEL DUCHARME | SAN DIEGO | CA | S63|2005-01-14|S65|2021-04-26 | ||||||
| LEO SYPHUS | SAN DIEGO | CA | S63|1987-05-06|S66|1997-09-08 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| DONALD MILLER | SAN DIEGO | CA | S63|1997-12-29|S65|1998-01-05 | CERTIFIED FINANCIAL PLANNER | |||||
| ANDREW MARRACH | SAN DIEGO | CA | S66|1999-07-28 | ||||||
| JOHN LYMATH | SAN DIEGO | CA | S63|1998-08-14|S65|2001-12-03 | ||||||
| KAREN WITT | SAN DIEGO | CA | S63|2009-02-06 | ||||||
| BOBBY JAMES | SAN DIEGO | CA | S63|1984-11-30|S65|2005-12-27 | ||||||
| BRETT LANGER | SAN DIEGO | CA | S66|2002-04-10 | ||||||
| ERIC BECKER | SAN DIEGO | CA | S63|2002-10-01|S65|2006-12-19 | ||||||
| KRIS PELSTER | SAN DIEGO | CA | S66|2006-06-29 | ||||||
| MATTHEW HAILE | SAN DIEGO | CA | S66|2017-08-16 | ||||||
| PAMELA MILLER-GONZALES | SAN DIEGO | CA | S63|1994-12-06|S65|1995-01-25 | ||||||
| SYDNEY JOHNSON | SAN DIEGO | CA | S65|2021-10-29 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.3 | $0.0 | 0% | 263 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 263 | 0 | 0% |
| 2024-04-02 | $2.6 | -$1.2 | -47% | 351 | -88 | -25% |
| 2023-04-04 | $1.8 | -$0.4 | -24% | 267 | -4 | -1% |
| 2022-04-01 | $1.9 | -$0.6 | -29% | 183 | 80 | 44% |
| 2021-04-05 | $1.6 | -$0.3 | -18% | 130 | 133 | 102% |
| 2020-04-01 | $1.2 | $0.2 | 16% | 137 | 126 | 92% |
| 2019-04-01 | $1.2 | $0.2 | 16% | 137 | 126 | 92% |
| 2018-04-02 | $1.2 | $0.2 | 15% | 115 | 148 | 129% |
| 2017-04-01 | $1.2 | $0.2 | 15% | 115 | 148 | 129% |
| 2016-04-01 | $1.0 | $0.4 | 40% | 108 | 155 | 144% |
| 2015-04-01 | $0.9 | $0.5 | 56% | 74 | 189 | 255% |
| 2014-04-01 | $0.5 | $0.8 | 148% | 74 | 189 | 255% |
| 2013-04-01 | $0.3 | $1.1 | 358% | 54 | 209 | 387% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AK-01/11/2011, AL-07/16/2013, AR-03/29/2010, AZ-09/01/2010, CA-02/04/2003, CO-03/26/2010, CT-01/09/2014, DC-01/02/2014, DE-07/17/2013, FL-03/29/2010, GA-03/26/2010, HI-09/28/2011, IA-03/30/2010, ID-09/09/2010, IL-03/26/2010, IN-01/10/2011, KS-01/02/2014, KY-01/18/2011, LA-08/20/2013, MA-08/02/2013, MD-06/04/2012, ME-03/09/2011, MI-11/28/2011, MN-03/26/2010, MO-01/11/2011, MS-07/09/2012, MT-07/11/2011, NC-01/06/2011, ND-01/03/2017, NE-04/07/2014, NH-05/16/2014, NJ-11/07/2011, NM-03/26/2010, NV-03/26/2010, NY-01/18/2011, OH-01/10/2011, OK-07/06/2012, OR-03/26/2010, PA-10/24/2011, PR-03/28/2024, RI-07/30/2013, SC-01/10/2011, SD-05/12/2015, TN-03/26/2010, TX-10/20/2010, UT-07/14/2010, VA-04/27/2012, VI-03/24/2016, VT-01/08/2014, WA-03/26/2010, WI-01/20/2011, WV-01/06/2015, WY-04/02/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV