STRATEGIC WEALTH CAPITAL

Overview

Strategic Wealth Capital is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm is individually owned and serves a mix of individual and family clients alongside institutional relationships. Its advisory menu centers on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Investment activity shows a clear tilt toward equities as the primary allocation area. The firm manages discretionary portfolios and favors exchange-traded equities for core exposure while supplementing equity allocations with mutual funds and targeted alternative exposures. Strategic Wealth Capital is not flagged as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices