SCT RESERVE CONSULTANTS, INC.

Name

SCT RESERVE CONSULTANTS, INC.

Legal name

SCT Reserve Consultants, Inc.

Website

https://sctreserve.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

SCT Reserve Consultants provides California Civil Code-compliant reserve studies and consulting for Homeowners Associations and common-interest communities across Southern California, using PRA System software across three service tiers for properties ranging from 6 to 6,000+ units.

Ownership category

akta.pro rank

Headquarters

HQ city

Temecula

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Reserve Study Services: SCT Reserve Consultants generates revenue through professional service fees for producing reserve studies. Three service levels are offered: Level 1 (Full Reserve Study with Site Inspection, includes full quantification), Level 2 (Update Reserve Study with Site Inspection, verification only), and Level 3 (Financial Update Reserve Study without Site Inspection). Fees vary by level of service, number of units, and component complexity. Optional services include meeting attendance, photographic documentation, and extra consulting at hourly rates. Revenue is project-based and non-recurring per engagement, though clients typically re-engage every three years to satisfy California Civil Code requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

SCT Reserve Consultants provides California Civil Code-compliant reserve studies for Homeowners Associations and other common-interest communities in Southern California. The firm offers three service levels (Level 1 Full Reserve Study with Site Inspection, Level 2 Update Reserve Study with Site Inspection, and Level 3 Financial Update Reserve Study without Site Inspection) along with consulting add-ons including meeting attendance, photographic documentation, and extra consulting. Every engagement produces the required 'Reserve Summary' and 'Assessment and Reserve Funding Disclosure Summary' documents for the association's annual mailing to membership.

Product overview

SCT Reserve Consultants, Inc. is a California-based reserve study services company offering a three-tiered service model centered on reserve studies for Homeowners Associations and common-interest developments. The core offerings are Level 1 (Full Reserve Study with Site Inspection and Full Quantification), Level 2 (Update Reserve Study with Site Inspection), and Level 3 (Financial Update without Site Inspection). These are complemented by consulting services for report finalization, optional meeting attendance via Zoom, photographic documentation, and extra consulting add-ons. The company also provides educational resources through its Reserve Blurbs articles and offers continuing education credits for community association managers. All reserve studies include California Civil Code compliant disclosure documents for annual HOA mailing requirements.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Meets California Civil Code §5550 requirement for on-site reserve study every 3 years
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered core.

• Community Associations Institute (CAI) — San Diego ChaptercoreStrategic or Co-development PartnerSCT Reserve Consultants is a member of the CAI San Diego Chapter. The company actively participates in monthly luncheons, Expos, and events. Mike Graves holds Board of Director and Committee positions with this chapter. The membership supports industry networking and client acquisition within the San Diego HOA community.
• Community Associations Institute (CAI) — Orange County ChaptercoreStrategic or Co-development PartnerSCT Reserve Consultants is a member of the CAI Orange County Chapter. Active participation in chapter events and committee involvement. Mike Graves holds Board of Director and Committee positions with this chapter. Supports industry presence and credibility in the Orange County HOA market.
• Community Associations Institute (CAI) — Greater Inland Empire (GRIE) ChaptercoreStrategic or Co-development PartnerSCT Reserve Consultants is a member of the CAI Greater Inland Empire (GRIE) Chapter. Active involvement in chapter events and committee positions. Supports industry presence in the Inland Empire region of Southern California.
• Community Associations Institute (CAI) — Coachella Valley ChaptercoreStrategic or Co-development PartnerSCT Reserve Consultants is a member of the CAI Coachella Valley Chapter. Active participation in chapter events. Supports industry presence in the Coachella Valley region of Southern California.
• California Association of Community Managers (CACM)coreStrategic or Co-development PartnerSCT Reserve Consultants is a member of CACM (California Association of Community Managers). Mike Graves holds Board of Director and Committee positions with CACM. The company participates in CACM events and Expos, providing education and support to community managers who are the primary purchasers of reserve study services.
• PRA System (Professional Reserve Analysis)coreTechnology or IntegrationPRA System is the software platform used by SCT to generate all reserve study calculations, projections, and reports. PRA has received a Quality Assurance Evaluation from a Certified Public Accounting firm verifying accuracy and compliance with AICPA guidelines for Common Interest Reality Associations, cash flow projections, and IRS tax calculations for 1120c and 1120h corporations. SCT uses PRA across all levels of service.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• FirstService Residential: Large North American HOA and condominium management company with in-house reserve study capabilities. Operates in the broader HOA services space SCT serves, though not as a pure reserve study specialist.
• Associa: Largest U.S. HOA management company, providing community management services (which often include reserve study oversight) across thousands of associations. A potential partner or competitor depending on insource vs. outsource posture.

Others

• California Association of Community Managers (CACM): California-specific industry association for community association managers — a primary buyer channel for SCT's reserve studies. Not a competitor; a key referral and education partner.
• PRA (Professional Reserve Analysis): Software vendor whose reserve study platform SCT uses to produce all calculations and reports. Strategic technology partner and ecosystem enabler; also licenses to other reserve study firms.
• Community Associations Institute (CAI): National trade association for the HOA and community association industry — sets RS designation standards and convenes the chapter network that drives SCT's lead generation. Ecosystem participant rather than competitor.

Direct peers

• Reserve Studies Inc. California-focused reserve study provider serving HOAs with site-inspection and update studies. Closest regional peer with overlapping regulatory expertise in Davis-Stirling compliance.
• Reserve Advisors: One of the largest independent reserve study firms in the U.S., serving common-interest communities with the same Level 1/2/3-style study methodology. Direct competitor in the HOA reserve study niche with greater geographic breadth.
• Association Reserves: National reserve study consulting firm producing Full, Update (With Site Visit), and No-Site-Visit reserve studies for HOAs and community associations — directly overlapping SCT's three-tier service model.

Regional players

• Community Management Group (California-based HOA managers): Southern California HOA property management company that bundles reserve-related advisory services for its managed communities. Adjacent buyer of reserve studies rather than direct provider, but influential in client referral flows.
• Pacific Crest Reserves: West Coast reserve study consultancy serving HOAs and common-interest developments in California and the Pacific Northwest. Comparable delivery model and customer base, with broader but still regional coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sct-reserve-consultants-inc.

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SCT RESERVE CONSULTANTS, INC.