LD
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Lamar Davis

26 Years of Experience
Atlanta, GA

Lamar Davis is a registered investment advisor at Scs Capital Management LLC, based in Atlanta, GA, with 26 years of industry experience. Lamar 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

3333 Riverwood Pkwy, Suite 350, Atlanta, GA, 30339

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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
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Scs Capital Management LLC
February 2025 - February 2025 · 0 mos
Edge Capital Group, LLC
August 2018 - February 2025 · 6 yrs 6 mos
Edge Corporate Finance, LLCBroker
March 2008 - December 2017 · 9 yrs 9 mos
Edge Advisors, LLC
November 2007 - August 2018 · 10 yrs 9 mos
Credit Suisse Securities (USA) LLC
January 2003 - July 2007 · 4 yrs 6 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - July 2007 · 4 yrs 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
March 2002 - January 2003 · 10 mos
Morgan Stanley & CO., IncorporatedBroker
April 2001 - March 2002 · 11 mos
Morgan Stanley Dw INC.Broker
August 1999 - April 2001 · 1 yr 8 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.