Kevin William Vogel

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

• 03/2016 → 07/2018
  Morgan Stanley Smith Barney Llc
  Atlanta, GA
• 04/2016 → 07/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2018 → 08/2020
  Suntrust Investment Services, Inc
  Atlanta, GA
• 07/2018 → 08/2020
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 09/2020 → 04/2021
  Personal Capital Advisors Corporation
  Atlanta, GA
• 04/2021 → 04/2022
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 04/2022 → 01/2025
  Edge Capital Group
  Atlanta, GA
• 02/2025 → Present
  Scs Capital Management Llc
  Atlanta, GA

Previous Registrations

• 2025-02-03 → 2025-02-18
  Edge Capital Group, Llc
  Atlanta, GA
• 2021-05-24 → 2022-04-04
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 2020-09-18 → 2021-04-29
  Personal Capital Advisors Corporation
  Atlanta, GA
• 2018-08-20 → 2020-08-03
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2016-03-23 → 2018-08-06
  Morgan Stanley
  Atlanta, GA
• 2015-02-20 → 2016-01-15
  J.P. Morgan Securities Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2015-02-13

Designations

• Certified Financial Planner

Other Names

• Kevin William Vogel
• Kevin Vogel