STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Latest filing: Mar 31, 2025 (218 days ago)
View on IAPD
Adviser Website

AUM

$6,804,963,665
-9% change vs. 1 year ago
-31% change vs. 3 years ago
172% change vs. 5 years ago
1534% change vs. 10 years ago

Employee Count

0
0% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
-100% change vs. 10 years ago

Main Office

BOSTON, MA
357 BEACON STREET, BOSTON, MA, UNITED STATES, 02116

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $6.8
Total $6.8
Client AUM
Retail $0.0
Pooled $0.0
Institutional $6.8
Total $6.8
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 15 $0.0
Average HNW AUM $330,911
Retail Total 15 $0.0
Average Retail AUM $330,911

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $6.8
Retail SMA AUM $0.0
Institutional SMA AUM $6.8
Asset Class % AUM
Equity Exch 100% $6.8
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $6.8

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
HUNTER, BRIAN, ALAN CHIEF COMPLIANCE OFFICER, CEO AND MANAGING DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
BRIAN HUNTER BOSTON MA S63|1985-06-26|S65|1992-07-31
RYAN SPAGNOLO BOSTON MA CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $6.8 $0.0 0% 0 0 0%
2025-04-21 $6.8 $0.0 0% 0 0 0%
2024-04-02 $7.5 -$0.7 -9% 0 0 0%
2023-04-04 $7.3 -$0.5 -7% 1 -1 -100%
2022-04-01 $9.8 -$3.0 -31% 3 -3 -100%
2021-04-05 $9.8 -$3.0 -31% 3 -3 -100%
2020-04-01 $2.5 $4.3 172% 3 -3 -100%
2019-04-01 $2.5 $4.3 172% 3 -3 -100%
2018-04-02 $0.0 $6.8 165875% 3 -3 -100%
2017-04-01 $0.4 $6.4 1549% 4 -4 -100%
2016-04-01 $0.4 $6.4 1556% 4 -4 -100%
2015-04-01 $0.4 $6.4 1534% 4 -4 -100%
2014-04-01 $0.4 $6.4 1548% 4 -4 -100%
2013-04-01 $8.2 -$1.4 -17% 4 -4 -100%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MA, MA-08/24/2001, NY-08/24/2001, TX-03/29/2024
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV