Strategic Wealth Capital

Overview

Strategic Wealth Capital is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its fee arrangements combine asset-based fees and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm does not identify as an ESG investor, does not function as a capital allocator, and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices