AdvisorCensus / Financial advisors / Massachusetts / Boston / Strategic Capital Allocation Group, L.L.C.
Strategic Capital Allocation Group, L.L.C.
Filed as STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
Strategic Capital Allocation Group, L.L.C. is an SEC-registered investment advisory firm in Boston, MA, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Strategic Capital Allocation Group, L.L.C. compensated?
On its Form ADV (Item 5.E, October 2026), Strategic Capital Allocation Group, L.L.C. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Strategic Capital Allocation Group, L.L.C. located?
Strategic Capital Allocation Group, L.L.C.'s principal office is in Boston, MA, according to its Form ADV.
Is Strategic Capital Allocation Group, L.L.C. registered with the SEC or a state?
Strategic Capital Allocation Group, L.L.C. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 114922.
How much does Strategic Capital Allocation Group, L.L.C. manage?
Strategic Capital Allocation Group, L.L.C. reports $2,838,890,251 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).
How have Strategic Capital Allocation Group, L.L.C.'s assets and staff changed since 2021?
In the Form ADV data for Strategic Capital Allocation Group, L.L.C.: Regulatory assets under management: $9,803,720,000 in the October 2021 data and $2,838,890,251 in the October 2026 data, down 71%. Total employees: 3 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Strategic Capital Allocation Group, L.L.C. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (7); other investment advisers (1).
Does Strategic Capital Allocation Group, L.L.C. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114922
What changed in Strategic Capital Allocation Group, L.L.C.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $6,804,963,665 to $2,838,890,251 (-58%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$2,838,890,251 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2001 (25 years)
- Employees
- Total: 0. Performing investment advisory functions: 0.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,838,890,251 | 0 | March 31, 2026 |
| October 2025 | $6,804,963,665 | 0 | March 31, 2025 |
| October 2024 | $7,503,287,989 | 0 | March 29, 2024 |
| October 2023 | $7,307,835,499 | 1 | March 31, 2023 |
| October 2022 | $11,110,189,113 | 1 | April 1, 2022 |
| October 2021 | $9,803,720,000 | 3 | March 29, 2021 |
Regulatory assets under management: $9,803,720,000 in the October 2021 data and $2,838,890,251 in the October 2026 data, down 71%.
Total employees: 3 in October 2021 and 0 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $6,804,963,665 to $2,838,890,251 (-58%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Strategic Capital Allocation Group, L.L.C. (CRD 114922): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922