The SCF Difference.
A few things that set us apart.




Integrity matters here.
Even when no one is looking.

Our long-term success is a result of consistently doing the right thing. We stand firmly behind our values in every decision — no matter how small. We are only interested in being front page news for the right reasons.


A la carte technology.
Pick & choose what you need.
Nothing more. Nothing less.

We don’t trap you in an all-or-nothing technology plan. We give you the flexibility to choose only the tools that make sense for your unique practice… Paperless workflow, account aggregation, advanced performance reporting, customizable statements and client web portals, and complete mobile freedom. Just to name a few.





Advisor-minded compliance.
Designed from a different chair.

Most of our executive management team started out as advisors themselves, so our policies and procedures are designed from a different chair — yours.  You’ll find that the attitude of our compliance department is unlike any you’ve ever known. In fact, you might even enjoy conversations with our compliance personnel.


Your brand. Not ours.
Do it all under your DBA.

You’ve spent years building the brand of your financial practice and getting clients to place their trust in it. At SCF, you can customize everything with the name and logo of your DBA — from stationery to account statements to client login portals. We don’t just allow you to use a DBA. We’ll help you promote it.





Superior business processing.
Proactive. Fast. Thorough.

Our specialists will get to know your business model personally — and then take a proactive approach to processing your new business. You and your administrative staff will love our cloud-based, paperless process. It can save you time and money. It can reduce gaps and missing information. And, of course, it’s good for the earth. We’re in the office from 6:00 a.m. to 4 p.m. (Pacific) every business day, on the ready to answer every question you have.


Focused on advisors
& their clients.
Two decades and counting.

Since we opened our doors in 1992, we have worked to conduct business in a fair and ethical way. While many firms struggle, we continue to put advisors and clients at the center of our business strategy by focusing on thorough risk management and common-sense compliance.





Transition expertise.
Fast. Accurate. “Nearly perfect.”

You probably find it hard to believe that an actual advisor would ever describe a transition as fast and accurate, let alone “nearly perfect.” But we’ve spent two decades and hundreds of transitions on perfecting our process, so we hear that type of feedback all the time.

Take advantage of our commitment to put all hands on deck for every transition. We do the heavy lifting so you are up and running immediately.


Five-star service.

See how our broker-dealer service can transform your financial practice.