Strategic Capital Allocation Group, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $2.8B in regulatory assets under management, 0 employees, and 8 accounts.
Assets Under Management
$2.8B
Employees
—
Offices
--
Total Clients
8
Primary office
BOSTON, MA
357 BEACON STREET, SUITE 2, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.5% of total clients.
Top client categories% of clientsClients
1
HNWI
87.5%
7
2
Other Advisers
12.5%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 31, 2026
Discretionary0.1%
$3M
0% of total RAUM0.1%
Non-discretionary99.9%
$2.8B
100% of total RAUM99.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.8B
Total Accounts8
10Y AUM Change+$2.4B (+587.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees—
Clients per Employee—
10Y Employee Change-4 (-100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.