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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.