STRATEGIC CAPITAL INVESTMENT ADVISORS INC
Adviser information for STRATEGIC CAPITAL INVESTMENT ADVISORS INC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 62 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 14 | $0 |
| Other | 55 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 132 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Pension consulting servicesINVESTMENT CONSULTING TO WELFARE AND SUB FUNDS, ON-BALANCE SHEET/INSURANCE/TRAINING INV PROGRAMS, DISCRETIONARY CONSULTING |
|---|---|
| Compensation | Hourly chargesFixed feesPERCENTAGE OF ASSETS FOR DISCRETIONARY FIDUCIARY CONSULTING |
Identifiers
| SEC RIA File Number | 801-56603 |
|---|---|
| SEC ERA File Number | 801-56603 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107772 |
| Legal Entity Identifier | None |
Principal Office
700 E. BUTTERFIELD ROADSTE 320
LOMBARD
IL
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 630-620-6500, Fax: None
Websites
Chief Compliance Officer
RUSSELL K. LABARGE, CFA
PRINCIPAL
700 E. BUTTERFIELD ROAD
SUITE 320
LOMBARD
IL
United States
Tel:
630-620-6500
R*******@***************T
(Full email address available in API data)
Regulatory Contact
DANIEL R. GROSS, CFA
PRINCIPAL
700 E. BUTTERFIELD ROAD
SUITE 320
LOMBARD
IL
United States
Tel:
630-620-6500
D*****@***************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GROSS, DANIEL, RICHARD | Individual | – | PRINCIPAL | 01/1999 | 50-75% |
| LABARGE, RUSSELL, KENNETH | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 01/1999 | 50-75% |
| Slonek, Michael, Andrew | Individual | – | SENIOR CONSULTANT | 12/2022 | < 5% |
| Stanislawski, Edwin, Joseph | Individual | – | SENIOR ASSOCIATE | 12/2022 | < 5% |
| Tew, Albert, Lee | Individual | – | SENIOR CONSULTANT | 12/2022 | < 5% |
| Sullivan, Bryant, Everett | Individual | – | CONSULTANT | 12/2023 | < 5% |