Scg Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated March 12, 2026, reports $159M in regulatory assets under management, 6 employees, 1 office, and 11 accounts.
Assets Under Management
$159M
Employees
6
Offices
1 office
Total Clients
8
Primary office
NAPERVILLE, IL
2132 DEEP WATER LANE, SUITE 240A, NAPERVILLE, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.5% of total clients.
Top client categories% of clientsClients
1
HNWI
87.5%
7
2
Investment Cos.
12.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of March 12, 2026
Discretionary8.7%
$14M
9% of total RAUM8.7%
Non-discretionary91.3%
$145M
91% of total RAUM91.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts11
10Y AUM Change+$159M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee1:1
10Y Employee Change-7 (-53.8%)
* 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.