Strategic Capital Advisers Inc

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Assets, Funds, Holdings

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Strategic Capital Advisers Inc
CRD #108872
SEC #801-57450
CIK #0001731127
AUM
Employees 4 (75% Investors, 0% Brokers)
Phone303-333-0060
Address3457 Ringsby Court
Denver, CO 80216
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
5.04.03.02.01.00.01999200720152024
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 5.8
Lilly Eli & Co 4.6
SPDR Gold Trust 3.9
UnitedHealth Group Inc 3.9
Apple Inc 3.4
Waste Management Inc 3.4
Microsoft Corp 3.1
Costco Wholesale Corp /NEW 3.1
American Tower Corp /MA/ 3.1
Chevron Corp 3.1
View All
Holdings by Sector ($M)
15012090603002016201820202023
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 83 0.0
(b) Individuals (high net worth individuals) 38 0.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 16 0.3
(h) Charitable organizations 9 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 0.0
(n) Other 10 0.1
Total 388 0.7
By Discretionary
Discretionary 388 0.7
Non-Discretionary 0 0.0
Total 388 0.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.7
Total 388 0.7
EDGAR Form CIK 2011 - 2025
13F-HR [0001731127]
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