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| Keyboard |
| Strategic Capital Allocation Group LLC
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|---|---|
| CRD # | 114922 |
| SEC # | 801-60513 |
| CIK # | |
| AUM | 2,838.9 M (2026-03-31) |
| Employees | |
| Phone | 617-450-9300 |
| Address | 357 Beacon Street Boston, MA 02116 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 2.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 2.8 |
| By Discretionary | ||
| Discretionary | 7 | 0.0 |
| Non-Discretionary | 1 | 2.8 |
| Total | 8 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 8 | 2.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
IL | 2,868.1 M |
|
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|
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|
Durbin Bennett Private Wealth Management LLC
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TX | 2,843.3 M |
|
West Financial Services Inc
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|
VA | 2,836.2 M |
|
Brick Capital Management Inc
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|
MI | 2,836.0 M |
|
Fragasso Financial Advisors Inc
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|
PA | 2,831.4 M |
|
Mariner Institutional LLC
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|
FL | 2,822.3 M |
|
Kaufman Hall Investment Management LLC
✚
|
TN | 2,818.2 M |
|
L 1 Global Wealth LLC
✚
|
FL | 2,810.2 M |