STRATEGIC CAPITAL MANAGEMENT INC
Legal name: STRATEGIC FINANCIAL
CRD #111475 SEC #801-57542 GLENDORA, CA 909-373-2885
SEC Registered
Total AUM
$53M
Discretionary
$800K
Employees
1
Clients
1
Accounts
89
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 20, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIAZO, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIAZO, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIAZO, MELISSA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIDSON, JAMES, JONATHON | I | PRESIDENT | E | Control |
| DAVIDSON, JAMES, JONATHON | I | PRESIDENT | E | Control |
| DAVIDSON, JAMES, JONATHON | I | PRESIDENT | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | PRESIDENT | E | Control |
| DAVIDSON, JAMES, JONATHON | I | PRESIDENT | E | Control |
| DAVIDSON, JAMES, JONATHON | I | PRESIDENT | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, JAMES, JONATHON | I | CHIEF EXECUTIVE OFFICER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORP. | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORP. | DE | SHAREHOLDER | E | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR | E | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| APOLLO ADVISORS IV, LP (APOLLO ADVISORS) | DE | APOLLO FUND | F | |
| APOLLO ADVISORS IV, LP (APOLLO ADVISORS) | DE | APOLLO FUND | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISORS | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISORS | F | |
| APOLLO INVESTMENT FUND IV, LP (APOLLO FUND) | DE | NATIONAL FINANCIAL PARTNERS CORP. | C | Control |
| APOLLO INVESTMENT FUND IV, LP (APOLLO FUND) | DE | NATIONAL FINANCIAL PARTNERS CORP. | C | Control |
Registrations
Federal
IA
Jul 20, 2012 REGISTERED
Notice Filings (1)
CA
Address
180 N. GLENDORA AVE.SUITE 202
GLENDORA, CA 91741
United States
Phone: 909-373-2885