SourcingSourcing

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

B61
CRD 114922·SEC 801-60513·BOSTON, MA
AUM
$2.84B
$1B+
Est. Revenue
$28.4M
@ 1% on AUM
Est. EBITDA
$8.5M
@ 30% margin
Est. Deal Value
$68.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD
114922
SEC file #
801-60513
EIN
—
DBA names
—

Economics

AUM
$2.84B
AUM band
$1B+
AUM trajectory
'20'26
$2.50B → $2.84B▲ +13%
Client mix
Individuals High Net Worth7
Other Investment Advisers1

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'23
3 advisors → 1 advisors▼ -67%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
scagrp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUNTER, BRIAN, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HUNTER, BRIAN, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SCAGRP.COM
Rdap Domain Creation Date
2001-09-12T19:01:37Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fee Schedule
Bracket I100
Bracket Ii0
Bracket Iii0
Bracket Iv0
Bracket V0
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-12T19:01:37Z
Rdap Domain Last Changed
2025-08-28T13:19:11Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.ca
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1352808
Trust Company Affiliate
No

People (1)

1
HUNTER, BRIAN, ALAN
IAR · Direct Owner · 87.5%
1352808