Samuel James Holbert
Investment adviser representative at Scs Capital Management LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$48.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Scs Capital Management, LLCSep 2009 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Scs Capital Management LLC
$48.7BAssets managed
589Clients
80Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7326609
- Firm CRD
- 122258