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BP
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Brad D Parsons
Scs Capital Management LLC
16 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
High Net Worth
Scs Capital Management LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
81 advisors
Number of Clients
597 clients
Average Client Portfolio
$72.3M average
Assets Under Management
$43.1B
Fee Structure
Minimum Investment:
$30M
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $30.0M
0.75%
$30.0M - $100.0M
0.50%
$100.0M - $250.0M
0.40%
$250M+
0.35%
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
3811 Turtle Creek Blvd, Suite 1225, Dallas, TX, 75219
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Employment Separation After Allegations
August 2022
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Scs Capital Management LLC
February 2025 - Present · 1 yr
Previous Registrations
Edge Capital Group, LLC
August 2022 - February 2025 · 2 yrs 6 mos
Goldman Sachs & CO. LLC
Broker
September 2009 - August 2022 · 12 yrs 11 mos
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.
Brad D Parsons - Financial Advisor | TrueAdvisor