Case Study: SCF Investment Advisors achieves massive AUM growth with Orion Advisor Tech

SCF Leverages Orion For Massive Growth

SCF Investment Advisors, Inc., a corporate RIA and boutique broker-dealer, needed a back-office service provider to support its growth and empower its financial advisors with a custodian-neutral environment. To meet this challenge, they selected Orion Advisor Tech for its robust integrated advisory solutions and comprehensive product offerings.

The solution implemented by Orion provided SCF's advisors with the freedom to use multiple major custodians and powered the rollout of SCF's proprietary Blue Diamond Connect platform. This gave advisors tools for secure communications, simplified onboarding, and low-cost investment models. As a result of working with Orion, SCF experienced massive growth, with its AUM increasing from $868 million to $1.2 billion in a single year.

SCF Investment Advisors, Inc