Sc Management, Inc. (Greenbrae)

Sc Management, Inc. is an adviser based in Greenbrae. It manages $4.29 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Sc Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sc Management: assets under management

The assets under management (AUM) of Sc Management, Inc. is $4.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.29 million each.

Sc Management has custody of $4.29 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sc Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sc Management, Inc.

David Allan Davidson has been acting as President since 1 Jun 1993. Nancy Jean Abouchar joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Allan Davidson	President/chief compliance officer	1 Jun 1993	75% - 100%	1350695
Lukas Arnerich	Chief compliance officer and director of operations	1 Jan 2009	Other	5773954
Brett Patrick Stuuland	Chief compliance officer and director of operations	1 Dec 2012	Other	5471580
Nancy Jean Abouchar	Cco	1 Jul 2013	Other	1510512

Based in Greenbrae

The principal office where Sc Management, Inc. performs its advisory services is located at 100 Drakes Landing Road, Greenbrae, CA 94904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.