DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst23 years in industry

WILLIAM C SKEEAN

Advisor at SCS CAPITAL MANAGEMENT LLC

Atlanta, GA | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff44252e-63a6-ffed-bfd3-f5abbeb7f419

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Feb 16, 2007 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William C Skeean

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: SCS CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 4, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Nov 4, 2002
First registration: Feb 16, 2007
Dual registered: no
IAPD individual key: 4568103

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCS CAPITAL MANAGEMENT LLC	Independent wealth	Feb 6, 2025	n/a	yes	Atlanta, GA\|BOSTON, MA	Current employment
EDGE CAPITAL GROUP, LLC	Former SEC adviser	Aug 16, 2018	Feb 7, 2025	no	Dallas, TX\|ATLANTA, GA	Previous registration
EDGE ADVISORS, LLC	Former SEC adviser	Feb 16, 2007	Aug 16, 2018	no	ATLANTA, GA\|Dallas, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDGE CAPITAL GROUP, LLC	SCS CAPITAL MANAGEMENT LLC	Feb 7, 2025	Feb 6, 2025	-1	Firm change	RIA to RIA
EDGE ADVISORS, LLC	EDGE CAPITAL GROUP, LLC	Aug 16, 2018	Aug 16, 2018	0	Firm change	RIA to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
297596:122258:GA:2025-02-04	Feb 7, 2025	Feb 6, 2025	ATLANTA, GA	Firm change
142261:297596:TX:2018-08-16	Aug 16, 2018	Aug 16, 2018	DALLAS, TX	Firm change

Relationships

Registered with (3)

→ SCS CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Feb 6, 2025 to presentfactForm ADV
→ EDGE CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 16, 2018 to Feb 7, 2025factForm ADV
→ EDGE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 16, 2007 to Aug 16, 2018factForm ADV

Dated events

Occurred
Feb 7, 2025
Advisor changed firm
William C Skeean left Edge Capital Group, Llc for Scs Capital Management Llc (registered 2025-02-06)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff44252e-63a6-ffed-bfd3-f5abbeb7f419
First observed: Feb 16, 2007
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed 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.

WILLIAM C SKEEAN

Advisor at SCS CAPITAL MANAGEMENT LLC

Atlanta, GA | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff44252e-63a6-ffed-bfd3-f5abbeb7f419

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SCS CAPITAL MANAGEMENT LLC

Independent wealth

Feb 6, 2025

n/a

yes

Atlanta, GA|BOSTON, MA

Current employment

EDGE CAPITAL GROUP, LLC

Former SEC adviser

Aug 16, 2018

Feb 7, 2025

Dallas, TX|ATLANTA, GA

Previous registration

EDGE ADVISORS, LLC

Former SEC adviser

Feb 16, 2007

Aug 16, 2018

ATLANTA, GA|Dallas, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EDGE CAPITAL GROUP, LLC

SCS CAPITAL MANAGEMENT LLC

Feb 7, 2025

Feb 6, 2025

-1

Firm change

RIA to RIA

EDGE ADVISORS, LLC

EDGE CAPITAL GROUP, LLC

Aug 16, 2018

Firm change

RIA to new firm

Team

Left

Joined

From

Kind

297596:122258:GA:2025-02-04

Feb 7, 2025

Feb 6, 2025

ATLANTA, GA

Firm change

142261:297596:TX:2018-08-16

Aug 16, 2018

DALLAS, TX

Firm change