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William Skeean

President at SCS Capital Management

Investment adviser registrationAtlanta, GASEC record checked 18 October 2026

19
Years in the industry
1
Years at the firm
3
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

William Skeean is President of SCS Capital Management LLC, a Boston investment adviser managing $48.7B. William Skeean has been registered through SCS Capital Management since 6 February 2025, has 19 years in the industry across 3 firms and has passed the Series 7, Series 66 and Series 3.

Role at SCS Capital Management

Title on Schedule A
President
Control
William Skeean is a control person of SCS Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Skeean has held the filed role since February 2025.

The firm

SCS Capital Management LLC
Boston, MA

Form ADV filed 14 July 2026

$48.7B AUM589 clients99 advisers11 offices

Career on record

William Skeean has been registered through SCS Capital Management since February 2025, and before that through Edge Advisors, LLC.

Firms and exams, newest first
  1. – present · 2 years
    Atlanta, GA · Adviser representative · Firm CRD 122258
  2. Edge Capital Group, LLC
    – · 6 years
    Atlanta, GA · Adviser representative · Firm CRD 297596
  3. Passed Series 3 · 2012
  4. Edge Advisors, LLC
    – · 11 years
    Dallas, TX · Adviser representative · Firm CRD 142261
  5. Passed Series 7 and Series 66 · 2002

Registrations and exams

William Skeean has a current investment-adviser registration in Georgia and has passed 3 qualifying exams.

Georgia6 February 2025
Scope
Investment adviser representative
Status
Approved

Examinations

Series 664 November 2002
Name
Uniform Combined State Law Examination
Series 326 February 2012
Name
National Commodity Futures Examination
Series 719 September 2002
Name
General Securities Representative Examination

Individual record

Full name
William C Skeean
CRD
4568103
Registration status
Investment adviser registration
Office
3333 Riverwood Pkwy, Suite 350, Atlanta, GA 30339

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does William Skeean work?

William Skeean has been President of SCS Capital Management LLC since February 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 14 July 2026

Is William Skeean a financial advisor?

Yes. William Skeean has a current investment-adviser registration in Georgia, through SCS Capital Management since February 2025, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does William Skeean have?

William Skeean has worked in the financial industry for 19 years as of 18 October 2026, counted from 16 February 2007, across 3 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has William Skeean passed?

William Skeean has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in September 2002.

Source: IAPD individual record, checked 18 October 2026

Where did William Skeean work before SCS Capital Management?

Before SCS Capital Management, William Skeean was registered through Edge Advisors, LLC, February 2007 to August 2018.

Source: IAPD individual record, checked 18 October 2026

Where is William Skeean based?

William Skeean’s registered office is in Atlanta, GA.

Source: IAPD individual record, checked 18 October 2026

Leadership at SCS Capital Management

Sources

  1. IAPD individual record, CRD 4568103. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of SCS Capital Management LLC, filed 14 July 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Skeean or SCS Capital Management LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.