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STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

BOSTON, MA · CRD 114922 · IAPD ↗ · scagrp.com · 617-450-9300

$2.84BRegulatory AUM
0Advisory reps
0Employees
8Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. reported RAUM down 58% ($6.80B -> $2.84B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
47
April 2024 — STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.