Strategic Capital Alternatives, LLC is a large advisory firm based in Gig Harbor. It manages $207.61 million of regulatory assets for 2,286 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, Idaho, and 6 other states.
Strategic Capital Alternatives provides portfolio management for individuals and small businesses and provides model portfolios to wrap fee programs and other investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategic Capital Alternatives, LLC is $207.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 588% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Strategic Capital Alternatives, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Jay Robertson joined the executive team most recently as the Chief Executive Officer.
The principal office where Strategic Capital Alternatives, LLC performs its advisory services is located at 7191 Wagner Way Nw, Gig Harbor, WA 98335, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 253-853-4900 or by fax 253-851-8819. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at sca-3.com/.