Scd Capital, INC.

Fee-Only (% of Portfolio)

SCD Capital is a registered investment advisor based in Charlotte, North Carolina, providing continuous portfolio management services to individual clients and serving as the general partner for a private investment fund called Daily Capital Partners, LP. Led by Scott Daily, SCD Capital offers personalized asset management by investing client funds primarily in exchange-listed stocks, exchange-traded funds, closed-end funds, mutual funds, and fixed income securities. The firm utilizes a top-down approach to investing, focusing heavily on market cycles, broad economic trends, and fundamental company analysis while implementing a strict sell discipline to help preserve capital. SCD Capital tailors its advisory services to meet individual client needs and allows clients to place reasonable restrictions on their accounts, such as excluding specific sectors or investments. The firm does not require a minimum account size to open an individually managed account. In addition to separate client accounts, SCD Capital manages a long/short private equity fund that requires investors to be accredited and meet specific qualification standards.

Assets Under Management$9.5M
Clients23
Advisors1
Avg. per Client$410K
Avg. per Advisor$9.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.75%
$5M+1.50%

Fees are negotiable under certain circumstances. The firm also manages a private fund (Daily Capital Partners, LP) which charges a 2% annual management fee plus a 20% performance-based fee on net profits.

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

1 Advisors at this firm