Who We Are
- Who We Are
  
  We founded SCS with the idea that families with significant wealth deserve a better type of partner. Today, we continue to push the industry forward and expand what’s possible for those families.
  
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  - Our Team
    Meet the team of over 200 professionals whose deep experience and shared commitment to excellence power everything we do for our clients.
  - Careers
    Where meaningful work, trusted collaboration, and long‑term thinking shape every career—explore opportunities to join SCS today.
  - Locations
    From Boston to Los Angeles, we provide families with both a local presence and a national network.
What We Do
- What We Do
  
  Through wealth advisory, investment management, and family office services, we help clients manage complexity, align their decisions with their purpose and priorities, and steward wealth thoughtfully across generations.
  
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Who We Serve
- Who We Serve
  
  SCS was founded for families who think differently about wealth. Driven by purpose, guided by values, and unwilling to settle, we work with independent thinkers who are changing the world with their wealth, one generation at a time.
  
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  - Multi-Generational Families
    We navigate the complexities of multi-generational wealth, bringing clarity and cohesion so your legacy supports harmony for generations.
  - Entrepreneurs & Founders
    For entrepreneurs and founders, wealth is often created in moments of transition. We help you navigate the entire journey of business ownership.
  - Investment General Partners & Professional Investors
    For investment professionals with significant stakes in their own ventures, we deliver integrated planning and oversight to manage concentration, liquidity, and portfolio construction.
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Kendrick W. Mattox III, CFA

Managing Director

Private Client Group

Charlotte, NC

As a Managing Director in the Private Client Group, Kendrick works with his teammates to provide comprehensive wealth management and investment management solutions for he individuals and families he serves.

“I am motivated by being the trusted advisor for every aspect of my clients’ financial lives, helping them confidently live the life they deserve.” Kendrick is honored to be the person his clients turn to for guidance and support.

Experience

25+ years of investment experience, with deep expertise in behavioral finance and the markets
Chartered Financial Analyst (CFA), leading research for a small RIA before transitioning to a full-time advisor role
Partner at Edge Capital (acquired by SCS in 2025)

Education & Credentials

B.A. in English, Hampden-Sydney College
Chartered Financial Analyst® (CFA®)

Beyond SCS

Kendrick lives in Charlotte, NC with his wife and two dogs. They have three children in their 20s. In his personal time, he plays golf, hunts, fishes and volunteers by serving on various boards and committees. His past and present involvement includes Board member of Introships, Investment Committee Chair for the YMCA of Greater Charlotte Endowment, Member of the Finance Committee and Golf Committee for the Charlotte Country Club, Board member of the Fletcher School, Board member of Pat’s Place Child Advocacy, and President of the Woodberry Forest School Charlotte Regional Alumni Association.

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Kendrick W. Mattox III, CFA

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