Data / Investment advisers / Illinois / SCG Asset Management LLC
SCG Asset Management LLC, Naperville, IL: $159 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
SCG Asset Management LLC is an SEC registered investment adviser with its main office in Naperville, Illinois and reports $159 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals and investment companies. It is paid through a percentage of assets under management and fixed fees.
The request: Watch SCG Asset Management LLC (CRD number 311843): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 311843
- SEC file number
- 801-120215
- SEC status
- Approved, effective January 22, 2021
- Main office
- 2132 Deep Water Lane Suite 240a, Naperville, IL 60564
- Phone
- (312) 784-3952
- Website
- scgamllc.com
- Regulatory AUM
- $158,700,504 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $13,820,153
- Non discretionary AUM
- $144,880,351
- Accounts
- 11
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $144.9 million |
| Investment companies | 1 | $13.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $158.7 million | March 12, 2026 |
| December 1, 2025 | $135.9 million | March 4, 2025 |
Other advisers in Naperville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Left Brain Wealth Management, LLC | Naperville | $340.4 million | 3 | adviserinfo.sec.gov |
| Fiduciary Financial Partners, LLC | Naperville | $293.3 million | Not listed | adviserinfo.sec.gov |
| Millington Financial Advisors, LLC | Naperville | $291.4 million | Not listed | adviserinfo.sec.gov |
| Lakewood Asset Management, LLC | Naperville | $248.7 million | Not listed | adviserinfo.sec.gov |
| T2 Asset Management, LLC | Naperville | $180 million | Not listed | adviserinfo.sec.gov |
| Stone Island Financial Planning | Naperville | $134 million | Not listed | adviserinfo.sec.gov |
| Advanced Planning Advisors Group Inc. | Naperville | $120.4 million | Not listed | adviserinfo.sec.gov |
| Volta Energy Technologies, LLC | Naperville | Not listed | 13 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Naperville, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- SCG Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.