S Capital Wealth Advisors LLC

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Assets, Funds, Holdings

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S Capital Wealth Advisors LLC
CRD #172591
SEC #801-128782
CIK #
AUM 127.5 M (2026-03-18)
Employees 7 (43% Investors, 0% Brokers)
Phone651-426-5854
Address86 Mahtomedi Avenue
Mahtomedi, MN 55115
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
13010478522602010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 64 22.6
(b) Individuals (high net worth individuals) 36 104.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 299 127.5
By Discretionary
Discretionary 299 127.5
Non-Discretionary 0 0.0
Total 299 127.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 127.5
Total 299 127.5
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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