SBC INVESTMENT MANAGEMENT, LLC

SBC INVESTMENT MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 308391). Regulatory assets under management: $75.7M.

Registration

• CRD: 308391
• Type: Registered investment adviser
• Location: 7272 EAST INDIAN SCHOOL ROAD, SCOTTSDALE, AZ, 85251
• Phone: 602 641 5996
• Latest filing: 2026-03-30
• Regulatory AUM: $75.7M
• Discretionary AUM: $64.3M
• Non-discretionary AUM: $11.5M
• Clients: 3
• Accounts: 58

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308391 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search