SourcingSourcing

SSC ADVISORS, LLC

C33
CRD 339313·SEC 801-135230·HOUSTON, TX
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SSC ADVISORS, LLC
CRD
339313
SEC file #
801-135230
EIN
—
DBA names
Ssc

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
8
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based fees

Filings

Latest ADV filing
01/07/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MURPHY, STEVEN, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MURPHY, STEVEN, PATRICK
LUNNEY, THEODORE, FITZGERALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
95
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5093
Soi Zip Pct 200k Plus
0.3597
Soi Zip Returns 200k Plus
6,590
Soi Zip Total AGI
12,418,163
Fdic Zip Total Deposits
98,540,750,000
Fdic Zip Branch Count
1,018
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Home Savings of America, FSBHouston, TX
Charter National Bank - HoustonHouston, TX
Fdic Zip HHI
485.24
Fdic Zip Top Bank Share Pct
14.45
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,693
Returns3,460
Stub 2
AGI82,994
Returns2,240
Stub 3
AGI120,091
Returns1,960
Soi Zip Total Business Income
251,471
Soi Zip Total Cap Gains
3,072,330
Soi Zip Total Dividends
867,045
Soi Zip Total Returns
18,320
Top Owner CRD
6075987
Trust Company Affiliate
No

People (3)

3
MURPHY, STEVEN, PATRICK
Direct Owner · 87.5%
6075987
THEODORE FITZGERALD LUNNEY
Executive Officer · 2.5%
2351176
Petty, Kent, Sherman
Executive Officer · 2.5%
2072933