Overview
Assets Under Management: $4.1 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 20
Average Client Assets: $5.8 million
Frequently Asked Questions
STRATEGIC CAPITAL ADVISERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108872), STRATEGIC CAPITAL ADVISERS, INC. is subject to fiduciary duty under federal law.
STRATEGIC CAPITAL ADVISERS, INC. is headquartered in DENVER, CO.
STRATEGIC CAPITAL ADVISERS, INC. serves 20 high-net-worth clients according to their SEC filing dated February 21, 2018. View client details ↓
According to their SEC Form ADV, STRATEGIC CAPITAL ADVISERS, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
STRATEGIC CAPITAL ADVISERS, INC. manages $4.1 billion in client assets according to their SEC filing dated February 21, 2018.
According to their SEC Form ADV, STRATEGIC CAPITAL ADVISERS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.79%
Average Client Assets: $5.8 million
Total Client Accounts: 305
Discretionary Accounts: 304
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 108872
Filing ID: 1161851
Last Filing Date: 2018-02-21 19:58:00