Investment adviser · CRD 123608
SCF INVESTMENT ADVISORS, INC.
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Sep 26, 2025
- Regulatory AUM
- $1.35B Form ADV · Item 5.F
- Client accounts
- 6,190 Accounts, not individual clients
- Employees
- 263 Reported in this filing
- Advisory professionals
- 61 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 5,643 | $855,342,652 | 63.4% |
| High-net-worth individuals | 510 | $474,935,815 | 35.2% |
| Corporations & businesses | 26 | $15,706,185 | 1.2% |
| Charities | 6 | $2,790,448 | 0.2% |
| Retirement plans | 5 | $822,353 | 0.1% |
Filing source
Form ADV 2018337 · Sep 26, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 26, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10150 MEANLEY DRIVE, FIRST FLOORSAN DIEGO, CA, 92131, United States
CRD 123608
Filing source
Form ADV 2018337 · Sep 26, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.