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Julius Peek Garlington

Scs Capital Management LLC

Boston, MA

Lexington, KY

CRD 1579714

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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:

Current Employers
Scs Capital Management Llc

888 Boylston Street Suite 1010, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-03
  • KY RA
    APPROVED
    Since 2025-03-03

Branch Locations

888 Boylston Street Suite 1010, Boston, MA 02199 • United States

300 W Vine St Suite 2200, Lexington, KY 40507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edge Advisors, Llc Atlanta GA 02/2007 07/2018
Edge Corporate Finance, Llc Atlanta GA 10/2008 07/2018
Edge Capital Group, Llc Atlanta GA 08/2018 01/2025
Scs Capital Management Llc Lexington KY 02/2025 Present
  • 02/2007 → 07/2018
    Edge Advisors, Llc
    Atlanta, GA
  • 10/2008 → 07/2018
    Edge Corporate Finance, Llc
    Atlanta, GA
  • 08/2018 → 01/2025
    Edge Capital Group, Llc
    Atlanta, GA
  • 02/2025 → Present
    Lexington, KY
Previous Registrations
  • 2018-08-16 → 2025-02-04
    Edge Capital Group, Llc
    Lexington, KY
    Atlanta, GA
  • 2007-02-22 → 2018-08-16
    Edge Advisors, Llc
    Atlanta, GA
  • 2004-04-28 → 2006-12-20
    Credit Suisse Securities (Usa) Llc
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-08
S63 Uniform Securities Agent State Law Examination 1987-06-09
  • S65 Uniform Investment Adviser Law Examination
    1992-10-08
  • S63 Uniform Securities Agent State Law Examination
    1987-06-09
Other Names
  • Julius Peek Garlington

View on SEC IAPD

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