Firm profile

SCS

BELLEVUE, WACRD 310849Latest ADV March 27, 2026

Scs is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 27, 2026, reports $1.9B in regulatory assets under management, 46 employees, and 4,107 accounts.

Assets Under Management
$1.9B
Employees
46
Offices
--
Total Clients
2,493
Primary office
BELLEVUE, WA
10900 NE 8TH STREET, 15TH FLOOR - SUITE 1550, BELLEVUE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSheila J. Lindsay
COOKristal A. Mcmahan

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 52.7% of total clients.
Top client categories% of clientsClients
1
Individuals
52.7%
1,315
2
HNWI
44.5%
1,110
3
Corporations
1.3%
33
4
Pension Plans
0.9%
22
5
Charitable
0.5%
13

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.9Bas of March 27, 2026
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.9B
Total Accounts4,107
10Y AUM Change+$1.9B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees46
Clients per Employee54:1
10Y Employee Change+43 (+1433.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.