Kendrick Mattox, CFA

Kendrick joined SCS Financial as part of its acquisition of Edge Capital in 2025 and is a Managing Director in the Private Client Group. Prior to joining SCS, Kendrick was a Partner at Edge Capital and established the firm’s Charlotte office.

In his role, he is responsible for leading our firm’s regional efforts in providing comprehensive wealth management and investment management solutions for individuals and families.

Upon graduation from the Woodberry Forest School, Kendrick earned his Bachelor of Arts degree from Hampden-Sydney College and his MBA from Georgia State University. He is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA North Carolina Society. In 2022, Kendrick was a featured speaker on National Public Radio and was recognized in Forbes magazine as a top advisor in the state of North Carolina.

Kendrick volunteers his personal time and is active in the community regionally and at the state level. His current and former community involvement includes serving as an Investment Committee member Chair for the YMCA of Greater Charlotte Endowment, a member of the Finance Committee and Golf Committee for the Charlotte Country Club, a board member of the Fletcher School and Pat’s Place Child Advocacy, President of the Woodberry Forest School Charlotte Regional Alumni Association, a state board member of the Coastal Conservation Association-North Carolina (CCA-NC), and a board member and Charlotte leader of Introships, an organization that exposes young college students to multiple business/industries and potential career paths. Kendrick and his wife, Lacy, reside in Charlotte and have 3 children.