SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Strategic Capital Allocation Group, L.L.C.
Boston, MA
CRD 114922
Firm filing updated March 31, 2026 ·
- $2.8BAssets
- 0Advisory staff
- 8Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 7 | $3.4 million |
| Other investment advisors | Fewer than 5 clients | $2.8 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "INVESTMENT CONSULTING & STRATEGY"
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "INVESTMENT CONSULTING & STRATEGY"
Assets and accounts
- Regulatory assets$2.8 billion
- Accounts8
- Discretionary$3.4 million · 7 accounts
- Non-discretionary$2.8 billion · 1 accounts
People
- Employees0
- Advisory staff0
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 114922, SEC file 801-60513.
- Registered with the SEC as an investment advisor (status date on record: August 24, 2001).
Is Strategic Capital Allocation Group, L.L.C. a fiduciary?
Short answer: Strategic Capital Allocation Group, L.L.C.
More detail
is registered with the SEC as an investment advisor.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.