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SCIPIO FINANCIAL LLC
CRD 334402
700 NEXTON SQUARE DRIVE, BOX 2, SUMMERVILLE, SC, 29486, United States
Phone
(843) 830-0019
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.2M
Discretionary AUM
$13.0M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $8.6M |
All web addresses on file
Official SEC filing: View on IAPD