Scully Capital Management, LLC (Evanston)


Scully Capital Management, LLC is a large advisory firm based in Evanston. It manages $64.72 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.

Scully Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scully Capital Management: assets under management

The assets under management (AUM) of Scully Capital Management, LLC is $64.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 121% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.24 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scully Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Evanston

The principal office where Scully Capital Management, LLC performs its advisory services is located at 1560 Sherman Avenue, Evanston, IL 60201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-425-9500 or by fax 847-425-9515. The normal business hours are 7:00 a.m. to 3:30 p.m. on Monday - Friday.