KV
CFP
KV
CFP

Kevin Vogel

8 Years of Experience
Atlanta, GA

Kevin Vogel is a CFP-designated registered investment advisor at Scs Capital Management LLC, based in Atlanta, GA, with 8 years of industry experience. Kevin 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.

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Employment History
Current Registrations
Scs Capital Management LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Edge Capital Group, LLC
February 2025 - February 2025 · 0 mos
Ameriprise Financial Services, LLC
May 2021 - April 2022 · 11 mos
Ameriprise Financial Services, LLCBroker
May 2021 - April 2022 · 11 mos
Personal Capital Advisors Corporation
September 2020 - April 2021 · 7 mos
Suntrust Advisory Services, INC.
August 2018 - August 2020 · 2 yrs
Suntrust Investment Services, INC.Broker
August 2018 - August 2020 · 2 yrs
Morgan Stanley
March 2016 - August 2018 · 2 yrs 5 mos
Morgan StanleyBroker
March 2016 - August 2018 · 2 yrs 5 mos
J.P. Morgan Securities LLC
February 2015 - January 2016 · 11 mos
J.P. Morgan Securities LLCBroker
October 2014 - January 2016 · 1 yr 3 mos
Emergent Financial Group, INC.Broker
January 2013 - May 2013 · 4 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.