JG
JG

Julius Garlington

37 Years of Experience
Boston, MA

Julius Garlington is a registered investment advisor at Scs Capital Management LLC, based in Boston, MA, with 37 years of industry experience. Julius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 597 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
597 clients
Average Client Portfolio
$72.3M average
Assets Under Management
$43.1B

Fee Structure

Minimum Investment:$30M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M0.75%
$30.0M - $100.0M0.50%
$100.0M - $250.0M0.40%
$250M+0.35%

Fees may be negotiable. All family relationships are aggregated to determine the blended fee rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

888 Boylston Street, Suite 1010, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Scs Capital Management LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Edge Capital Group, LLC
August 2018 - February 2025 · 6 yrs 6 mos
Edge Corporate Finance, LLCBroker
November 2008 - July 2018 · 9 yrs 8 mos
Edge Advisors, LLC
February 2007 - August 2018 · 11 yrs 6 mos
Credit Suisse Securities
April 2004 - December 2006 · 2 yrs 8 mos
Credit Suisse Securities (USA) LLCBroker
April 2004 - December 2006 · 2 yrs 8 mos
Lehman Brothers INC.Broker
June 1993 - May 2004 · 10 yrs 11 mos
Lehman Government Securities INC.Broker
June 1993 - October 1995 · 2 yrs 4 mos
Lehman Special Securities INC.Broker
June 1993 - July 1994 · 1 yr 1 mo
Aegon USA Securities INC.Broker
September 1989 - April 1993 · 3 yrs 7 mos
Atalanta/sosnoff Management CorporationBroker
May 1987 - October 1987 · 5 mos
H.A. Kenning Investments,inc.Broker
October 1986 - May 1987 · 7 mos
State Registrations1 state
KY
Advisor

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Exams
No exam information available for this advisor.
Julius Garlington - Financial Advisor | TrueAdvisor