# 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.

- CRD: 114922
- Filed as: STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114922
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922

## Quick answers

**How 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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,838,890,251
- Discretionary: $3,445,332
- Non-discretionary: $2,835,444,919

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $3,445,332 |
| Other investment advisers | 1 | $2,835,444,919 |

### 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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- scagrp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $9,803,720,000 | 3 | March 29, 2021 |
| October 2022 | $11,110,189,113 | 1 | April 1, 2022 |
| October 2023 | $7,307,835,499 | 1 | March 31, 2023 |
| October 2024 | $7,503,287,989 | 0 | March 29, 2024 |
| October 2025 | $6,804,963,665 | 0 | March 31, 2025 |
| October 2026 | $2,838,890,251 | 0 | March 31, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Capital Allocation Group, L.L.C. (CRD 114922): Form ADV filing data as of October 2026.