Strategic Capital Advisers Review


Trust Score 84%
Trust Score info_outline
Share

Strategic Capital Advisers, federally registered in 2000, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 4 advisors. Strategic Capital Advisers manages $4 billion and provides investment advisory services for 104 clients (1:26 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.01% to 1.50% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 26 clients (industry average 1:50)

Considerations


  • Firm has been federally registered for only 18 years
  • Firm serves fewer than 1,000 clients

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $4 billion
Average Account AUM $39,726,176
Hybrid Advisor No
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.01% to 1.50% of AUM.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:26
Headquarters Denver, CO
SEC Filings Forms and Brochures


Questions & Answers



Get answers about Strategic Capital Advisers


Ask a question question_answer


Feedback