Kendrick Mattox is a CFA-designated registered investment advisor at Scs Capital Management LLC, based in Charlotte, NC, with 26 years of industry experience. Kendrick 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 0.75% |
| $30.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees may be negotiable. All family relationships are aggregated to determine the blended fee rate.
Fee Estimator
Location
200 S. College St, Suite 1520, Charlotte, NC, 28202
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kendrick is a board member at The Fletcher School and Pat's Place restaurant, and serves on the Finance Committee at Charlotte Country Club. These activities are based in Charlotte, NC and are not investment-related, taking minimal time.
Employment History
Current Registrations
Scs Capital Management LLC
Previous Registrations
Edge Capital Group, LLC
Edge Advisors, LLC
Edge Corporate Finance, LLCBroker
Carolinas Investment Consulting LLC
Carolinas Investment Consulting LLCBroker
Ascend Financial Services, INC.Broker
State Registrations1 state
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