Strategic Capital Advisers Review


Trust Score 98%
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Strategic Capital Advisers, federally registered in 2000, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 advisors. Strategic Capital Advisers manages $3.7 billion and provides investment advisory services for 103 clients (1:21 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 21 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $3.7 billion
Average Account AUM $36,292,533
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 1:21
Headquarters Denver, CO
SEC Filings Forms and Brochures


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