RIA Intel›Advisers›North Carolina›SCD CAPITAL, INC.

SCD CAPITAL, INC.

Advisory

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account

$412K

across 23 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$4K

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

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

23 clients

9 high-net-worth

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

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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360 AVIATION ADVISORS, LLC

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$10M

CLW FINANCIAL PLANNING LLC

$9M

PORTOLAN FINANCIAL PLANNING LLC

$10M

SIMPLIFIED WEALTH LLC

$10M

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