Kendrick Ware Mattox

Employer firm

Scs Capital Management LLC CRD 122258

$48.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 12/2017
  Edge Corporate Finance, Llc
  Atlanta, GA
• 08/2011 → 07/2018
  Edge Advisors, Llc
  Atlanta, GA
• 08/2018 → 01/2025
  Edge Capital Group, Llc
  Atlanta, GA
• 02/2025 → Present
  Scs Capital Management Llc
  Charlotte, NC

Previous Registrations

• 2018-08-16 → 2025-02-06
  Edge Capital Group, Llc
  Charlotte, NC
  Atlanta, GA
• 2011-08-22 → 2018-08-16
  Edge Advisors, Llc
  Atlanta, GA
  Charlotte, NC
• 2006-05-03 → 2011-08-22
  Carolinas Investment Consulting Llc
  Charlotte, NC
  Charlotte, NC

Other Businesses

The Fletcher School, board member, ADD, 1-5 hours, 1-5 hours. Pat's Place, Restaurant, board member, ADD, 1-5 hours, 1-5 hours. Charlotte Country Club, Golf Club, Finance Committee, 1-5 hours, 1-5 hours. All based in Charlotte, NC and businesses non-investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-28
• S63 Uniform Securities Agent State Law Examination
  2001-06-19

Designations

• Chartered Financial Analyst

Other Names

• Kendrick Ware Mattox