{
  "crd_number": 114922,
  "slug": "strategic-capital-allocation-group-l-l-c-boston-ma-114922",
  "primary_business_name": "STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.",
  "legal_name": "STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-08-24",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2838890251.0,
  "raum_discretionary": 3445332.0,
  "raum_non_discretionary": 2835444919.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 2835444919.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 3445332.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://scagrp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114922",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922",
  "display_name": "Strategic Capital Allocation Group, L.L.C.",
  "summary": "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.",
  "citation": "AdvisorCensus. Strategic Capital Allocation Group, L.L.C. (CRD 114922): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Capital Allocation Group, L.L.C. compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Strategic Capital Allocation Group, L.L.C. located?",
      "a": "Strategic Capital Allocation Group, L.L.C.'s principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Strategic Capital Allocation Group, L.L.C. registered with the SEC or a state?",
      "a": "Strategic Capital Allocation Group, L.L.C. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 114922."
    },
    {
      "q": "How much does Strategic Capital Allocation Group, L.L.C. manage?",
      "a": "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)."
    },
    {
      "q": "How have Strategic Capital Allocation Group, L.L.C.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Strategic Capital Allocation Group, L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7); other investment advisers (1)."
    },
    {
      "q": "Does Strategic Capital Allocation Group, L.L.C. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Strategic Capital Allocation Group, L.L.C.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $6,804,963,665 to $2,838,890,251 (-58%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 9803720000.0,
      "total_employees": 3,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 11110189113.0,
      "total_employees": 1,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7307835499.0,
      "total_employees": 1,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7503287989.0,
      "total_employees": 0,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6804963665.0,
      "total_employees": 0,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2838890251.0,
      "total_employees": 0,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $6,804,963,665 to $2,838,890,251 (-58%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3445332.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2835444919.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114922",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}