STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD #114922 SEC #801-60513 BOSTON, MA 617-450-9300
SEC Registered
Total AUM
$6.8B
Discretionary
$5M
Employees
0
Clients
--
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.8B | $5M | $6.8B | 0 | 0 |
| Oct 2024 | $7.5B | $3.3M | $7.5B | 0 | 0 |
| Mar 2024 | $7.5B | $3.3M | $7.5B | 0 | 0 |
| Mar 2023 | $7.3B | $7.8M | $7.3B | 1 | 31 |
| Apr 2022 | $11.1B | $10.2M | $11.1B | 1 | 34 |
| Mar 2021 | $9.8B | $3.7M | $9.8B | 3 | 9 |
| Dec 2020 | $4.7B | $3.7M | $4.7B | 3 | 9 |
| Sep 2020 | $4.7B | $3.7M | $4.7B | 3 | 9 |
| Jul 2020 | $4.7B | $3.7M | $4.7B | 3 | 9 |
| Jun 2020 | $4.7B | $3.7M | $4.7B | 3 | 9 |
| Apr 2020 | $4.7B | $3.7M | $4.7B | 3 | 9 |
| Mar 2019 | $2.5B | $3.3M | $2.5B | 3 | 8 |
| Jul 2018 | $1.9B | $4.1M | $1.9B | 3 | 7 |
| Jul 2018 | $1.9B | $4.1M | $1.9B | 3 | 7 |
| Jun 2018 | $1.9B | $4.1M | $1.9B | 3 | 7 |
| Mar 2018 | $4.1M | $4.1M | $0 | 3 | 7 |
| Mar 2017 | $412.7M | $3M | $409.7M | 4 | 1 |
| Jul 2016 | $410.8M | $2.4M | $408.4M | 4 | 1 |
| Mar 2016 | $410.8M | $2.4M | $408.4M | 4 | 1 |
| Mar 2015 | $416.6M | $6.1M | $410.5M | 4 | 1 |
| Mar 2014 | $413M | $6M | $407M | 4 | 1 |
| Mar 2013 | $8.2B | $2.5M | $8.2B | 4 | 1 |
| Apr 2012 | $1B | $1.4M | $1B | 1 | 1 |
| Mar 2012 | $1B | $1.4M | $1B | 1 | 1 |
| Mar 2011 | $443.4M | $0 | $443.4M | 5 | -- |
| Mar 2010 | $469.8M | $0 | $469.8M | 5 | -- |
| Mar 2009 | $424.8M | $0 | $424.8M | 10 | -- |
| Mar 2008 | $2.8B | $0 | $2.8B | 10 | -- |
| Mar 2007 | $2.8B | $0 | $2.8B | 10 | -- |
| Mar 2006 | $2.4B | $0 | $2.4B | 10 | -- |
| Oct 2001 | $0 | $0 | $0 | 10 | -- |
| Oct 2001 | $0 | $0 | $0 | 10 | -- |
| Aug 2001 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$6.8B
Discretionary$5M
Non-Disc.$6.8B
Employees0
Clients0
DateOct 2024
Total AUM$7.5B
Discretionary$3.3M
Non-Disc.$7.5B
Employees0
Clients0
DateMar 2024
Total AUM$7.5B
Discretionary$3.3M
Non-Disc.$7.5B
Employees0
Clients0
DateMar 2023
Total AUM$7.3B
Discretionary$7.8M
Non-Disc.$7.3B
Employees1
Clients31
DateApr 2022
Total AUM$11.1B
Discretionary$10.2M
Non-Disc.$11.1B
Employees1
Clients34
DateMar 2021
Total AUM$9.8B
Discretionary$3.7M
Non-Disc.$9.8B
Employees3
Clients9
DateDec 2020
Total AUM$4.7B
Discretionary$3.7M
Non-Disc.$4.7B
Employees3
Clients9
DateSep 2020
Total AUM$4.7B
Discretionary$3.7M
Non-Disc.$4.7B
Employees3
Clients9
DateJul 2020
Total AUM$4.7B
Discretionary$3.7M
Non-Disc.$4.7B
Employees3
Clients9
DateJun 2020
Total AUM$4.7B
Discretionary$3.7M
Non-Disc.$4.7B
Employees3
Clients9
DateApr 2020
Total AUM$4.7B
Discretionary$3.7M
Non-Disc.$4.7B
Employees3
Clients9
DateMar 2019
Total AUM$2.5B
Discretionary$3.3M
Non-Disc.$2.5B
Employees3
Clients8
DateJul 2018
Total AUM$1.9B
Discretionary$4.1M
Non-Disc.$1.9B
Employees3
Clients7
DateJul 2018
Total AUM$1.9B
Discretionary$4.1M
Non-Disc.$1.9B
Employees3
Clients7
DateJun 2018
Total AUM$1.9B
Discretionary$4.1M
Non-Disc.$1.9B
Employees3
Clients7
DateMar 2018
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees3
Clients7
DateMar 2017
Total AUM$412.7M
Discretionary$3M
Non-Disc.$409.7M
Employees4
Clients1
DateJul 2016
Total AUM$410.8M
Discretionary$2.4M
Non-Disc.$408.4M
Employees4
Clients1
DateMar 2016
Total AUM$410.8M
Discretionary$2.4M
Non-Disc.$408.4M
Employees4
Clients1
DateMar 2015
Total AUM$416.6M
Discretionary$6.1M
Non-Disc.$410.5M
Employees4
Clients1
DateMar 2014
Total AUM$413M
Discretionary$6M
Non-Disc.$407M
Employees4
Clients1
DateMar 2013
Total AUM$8.2B
Discretionary$2.5M
Non-Disc.$8.2B
Employees4
Clients1
DateApr 2012
Total AUM$1B
Discretionary$1.4M
Non-Disc.$1B
Employees1
Clients1
DateMar 2012
Total AUM$1B
Discretionary$1.4M
Non-Disc.$1B
Employees1
Clients1
DateMar 2011
Total AUM$443.4M
Discretionary$0
Non-Disc.$443.4M
Employees5
Clients--
DateMar 2010
Total AUM$469.8M
Discretionary$0
Non-Disc.$469.8M
Employees5
Clients--
DateMar 2009
Total AUM$424.8M
Discretionary$0
Non-Disc.$424.8M
Employees10
Clients--
DateMar 2008
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees10
Clients--
DateMar 2007
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees10
Clients--
DateMar 2006
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees10
Clients--
DateOct 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--