RIA Intel›Advisers›Arizona›SBC INVESTMENT MANAGEMENT, LLC

SBC INVESTMENT MANAGEMENT, LLC

Advisory

SCOTTSDALE, AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in AZ

#314

of 387 advisers by AUM

Average account

$1M

across 58 accounts

AUM per adviser

$38M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$76M

Discretionary AUM$64M

Non-Discretionary AUM$11M

Discretionary %84.9%

Total Clients19

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, FL, IA, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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