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S Capital Wealth Advisors, LLC

● SEC registered since 2023CRD 172591SEC# 801-128782Mahtomedi, MN
Export (members)
Reg. AUM
$116.8M
Employees
7
Accounts
277
Location
Mahtomedi, MN

S Capital Wealth Advisors, LLC assets under management

S Capital Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Mahtomedi, MN. The firm has been registered since 2023. It reports $116.8 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/yes-wealth-managementView on SEC.gov ↗

S Capital Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Robert Eugene Schneeweis ControlChief Executive OfficerOver 75%2022
Robert J Schneeweis ControlChief Operating Officer, Chief Compliance OfficerUnder 5%2022
Thomas R Schneeweis ControlChief Investment Officer10-25%2014

Frequently asked questions

How much does S Capital Wealth Advisors, LLC manage?

S Capital Wealth Advisors, LLC reports $116.8 million in regulatory assets under management on its Form ADV.

How many employees does S Capital Wealth Advisors, LLC have?

S Capital Wealth Advisors, LLC reports 7 employees.

Where is S Capital Wealth Advisors, LLC located?

S Capital Wealth Advisors, LLC is based in Mahtomedi, MN and has been SEC-registered since 2023.

Does S Capital Wealth Advisors, LLC disclose fund performance?

S Capital Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address86 Mahtomedi Avenue, Mahtomedi, MN 55115
Phone(651) 426-5854
Fax(651) 429-5809
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.8M
Non-discretionary$0
Total (RAUM)$116.8M