DFX Intelligence

S•• C•••• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

S•• C•••• F••••••••

S•• C•••• F•••••••• LLC, CRD 151251

ROSEVILLE, CA

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Search this name across graphsid dfx:ria:729a4ff7-0004-b918-b9a7-80012caef524

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 17, 2025 to Feb 27, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $141M••• Locked
Discretionary RAUM: $140M
Private client RAUM: $141Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $70.7Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D••••• L•• S•• C••••	Certified Financial Planner	ROSEVILLE, CA	16	32	1	no
A••••• R•••• H•••••••••	Certified Financial Planner	ROSEVILLE, CA	0	27

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S•• C••••• D•••••	PRESIDENT, CCO, MEMBER	E	yes	12/2009	Feb 27, 2026	Feb 27, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$141M	$140M	2	2	0	n/a	n/a

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$141M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	2	Sep 29, 2017	Nov 9, 2017	CAPITOLA, CA	Team lift out	Other	0.3%

Relationships

Controls (1)

← S•• C••••• D•••••OwnerPRESIDENT, CCO, MEMBER, ownership code E, individual
Feb 27, 2026 to presentfactForm ADV

Registered with (3)

← A••••• R•••• H•••••••••Advisorregistration: previous registration
Nov 9, 2017 to Mar 9, 2021factForm ADV
← D••••• L•• S•• C••••Advisorregistration: current employment
Feb 16, 2010 to presentfactForm ADV
← Jenny May Hood

Dated events

Occurred
Feb 24, 2023
Advisor changed firm
Jenny May Hood left S•• C•••• F•••••••• for Captrust (registered 2023-04-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:729a4ff7-0004-b918-b9a7-80012caef524
First observed: May 17, 2025
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.