Wealth manager, wrap-program sponsor · Bellevue, WA
SCS
Bensler, LLC · SEC-registered investment adviser · CRD 310849 · SEC 801-119764
At a glance
SCS is an SEC-registered investment adviser based in Bellevue, Washington, with $1.9 billion in regulatory assets under management as of its Form ADV filed June 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 2,425 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 815th of 8,915 wealth managers and 3,700th of 17,210 SEC-registered advisers by assets.
Main office 425-452-1222northwestscs.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among wealth managers
- #815 of 8,915
- Rank among all SEC RIAs
- #3,700 of 17,210
- Rank in Washington
- #36 of 271
- Individual clients
- 2,425
- High-net-worth clients
- 1,110
- Accounts
- 4,107
- Discretionary
- 100% of AUM
- Employees
- 46
- Advisory staff
- 32
- Offices
- 1
Owners and executives on its Form ADV
- Jeffrey J. HenslerLLC Manager
- James R. BeattyLLC Manager
- Sheila J LindsayChief Compliance Officer
- Kristal A. McMahanChief Operating Officer
- Brendan M. SullivanPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
SCS is a hybrid RIA: 28 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Certain investment adviser representatives of SCS are also associated with LPL Financial as broker - dealer registered representatives (“Dually Registered Persons”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,110 | $1.4B | 72% |
| Individuals | 1,315 | $311M | 16% |
| Pension and profit sharing plans | 22 | $175M | 9% |
| Corporations or other businesses | 33 | $32M | 2% |
| Charitable organizations | 13 | $18M | <1% |
Disciplinary disclosures
SCS answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗northwestscs.com ↗
AtlasMembers
The full record on SCS
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 2,037 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does SCS manage?
SCS reports $1.9 billion in regulatory assets under management across 4,107 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
What kind of firm is SCS?
SCS is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are SCS’s clients?
By assets, its largest client types are high-net-worth individuals ($1.4 billion, 1,110 clients); individuals ($311 million, 1,315 clients); pension and profit sharing plans ($175 million, 22 clients).
Does SCS have any disciplinary history?
SCS answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is SCS’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →