Your business. Your model. Your way.
Combine our five-star service and premier platform
with your unique business model, and you get
exceptional value out of your broker-dealer relationship.
The SCF Difference
See what separates us from
the ordinary broker-dealer.
A Few Things that Set Us Apart
Free yourself from constant fee hikes, exorbitant branch fees, affiliation fees, and other surprise costs. We invite you to compare our fees and see the savings.
Custody assets in any structure and on any platform: Pershing, Fidelity IWS, National Financial Services, Schwab Institutional & TD Ameritrade Institutional.
A La Carte
Pick & choose what you need. Nothing more. Nothing less. Account aggregation, advanced reporting, customizable statements, paperless workflow, and mobile freedom.
Our 21 year track record of stability and growth is a result of thorough risk management, common-sense compliance, and advisor-minded due diligence processes.
We do all the heavy lifting, from registration to signature-ready client paperwork. Here is feedback from actual advisors: “Fast, accurate & ‘nearly perfect.’”
It’s not a slogan.
It’s the focus of everything we do.
I couldn’t ask for more from a back office firm. I hope this is my last stop in my advisory career. Instead of taking 10 points of revenue away, you become business partners and friends.
Your approach to business includes a broker-dealer concern that we all grew up with in this business and after working with other firms, it’s truly a pleasure getting back to a caring BD.
SCF has set themselves apart by making a complicated business simple—not only for us advisors, but for clients, as well. It’s nice to deal with a BD that cares about us as individuals.
Everyone at SCF has been great in walking the walk. They don’t just talk the talk. SCF is customer service-oriented and so very helpful. SCF made transitioning feel easy.
[SCF] is the third broker-dealer I have been with and—by far—the most professional and easy to work with. Transitions are a pain, but the SCF team made it much easier.
The support and responsiveness by the SCF home office is the best that I have ever experienced. I do not feel like just another cog in the wheel of a financial machine.
The prevailing culture of SCF is that of an optimistic, caring partnership. At SCF, you’re surrounded with problem solvers. Support doesn’t get any better.