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STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922File 801-60513
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.84B
Top 25% of cohort (national)
Discretionary AUM
$3.4M
Non-discretionary $2.84B
Clients
8
8 accounts
Employees
0
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 24, 2001
- Principal office
- 357 BEACON STREET, SUITE 2, BOSTON, MA, 02116
- Phone
- 617-450-9300
- Website
- HTTP://WWW.SCAGRP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.84B
- Discretionary AUM
- $3.4M
- Non-discretionary AUM
- $2.84B
- Discretionary accounts
- 7
- Non-discretionary accounts
- 1
- Total accounts
- 8
- AUM per client
- $354.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $2.84B |
| High net worth individuals | 7 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 16 | 8 | decreased by8 |
| Apr 1, 2026 | AUM | $6,804,963,665 | $2,838,890,251 | decreased by$3,966,073,414 |
| Apr 1, 2026 | Accounts | 16 | 8 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 0 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 34 | 16 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,110,189,113 | $6,804,963,665 | decreased by$4,305,225,448 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 34 | 16 | decreased by18 |
| May 1, 2022 | Employees | 3 | 1 | decreased by2 |
| May 1, 2022 | Clients | 9 | 34 | increased by25 |
| May 1, 2022 | AUM | $9,803,720,000 | $11,110,189,113 | increased by$1,306,469,113 |
| May 1, 2022 | Accounts | 9 | 34 | increased by25 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.