STRATEGIC CAPITAL INVESTMENT ADVISO
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served49+6 YoYRank #360 of mapped providers
Assets under administration$17.1B0.0%Market share · rank #790
Fees received$4MMedian $64,667/planSum across Schedule C direct + indirect
Net wins YoY+67 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical STRATEGIC CAPITAL INVESTMENT ADVISO plan look like?
Service mix · median fees per plan
Count of plans where STRATEGIC CAPITAL INVESTMENT ADVISO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 39 | $55,903 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $45,000 | |
Consulting (general)Code 16 | 2 | $87,650 | |
Investment management fees paid directly by planCode 51 | 2 | $43,114 | |
Investment advisory (plan); Direct payment from the plan; Consulting (pension)Code 17 | 1 | $78,100 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $66,688 | |
LegalCode 29 | 1 | $130,732 |
Competitor overlap
Percent of STRATEGIC CAPITAL INVESTMENT ADVISO's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under STRATEGIC CAPITAL INVESTMENT ADVISO.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLANIL · 366102397-001 | BANSLEY AND KIENER, LLP | $551M |
TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUNDKY · 364446184-002 | MEKETA INVESTMENT GROUP | $279M |
TRUSTEES UNDER IBEW LOCAL 150 PENSION FUNDKY · 366140629-001 | KOVITZ INVESTMENT GROUP | $250M |
PLUMBERS AND PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLANOH · 311387429-002 | STRATEGIC ADVISORS, INC. | $61M |
TRUSTEES OF LOCAL 219 PENSION TRUSTOH · 346682376-001 | ANDCO CONSULTING | $45M |
TRUSTEES OF LOCAL 219 ANNUITY FUNDOH · 510154940-001 | ANDCO CONSULTING | $38M |
BOARD OF TRUSTEES OF TEAMSTERS LOCAL 727IL · 842223917-001 | TEAMSTERS LOCAL UNION 301 GENERAL | $20M |
Plans lost in 2024
Appeared last year under STRATEGIC CAPITAL INVESTMENT ADVISO; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES FOR THE PLUMBER'S RETIREMENT SAVINGS FUND, LOCAL 130IL · 860928669-003 | JOSEPH W. MCCARTHY & ASSOCIATES | $398M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | $3.0B | 14,689 | $181,500 | 10y | - |
TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597IL · 361820310-002 | $2.5B | 11,439 | $46,500 | 10y | 2 |
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUNDIL · 366042061-001 | $1.2B | 14,856 | $152,600 | 10y | - |
BD OF TRUSTEES-STRUCTURAL IW #1 PENSION PLANIL · 362872442-001 | $664M | 3,189 | $115,500 | 10y | - |
ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEESWI · 391291994-002 | $651M | 4,993 | $66,688 | 9y | - |
BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLANIL · 366102397-001 | $607M | 6,526 | $99,999 | 2y | 1 |
JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCAL UNIONSMI · 616078145-001 | $555M | 4,309 | $117,468 | 9y | - |
BOARD OF TRUSTEES OF ADMINISTRATIVE DISTRICT COUNCIL 1 PENSION FUNDIL · 366489098-001 | $544M | 5,273 | $133,542 | 7y | - |
RITE-HITE HOLDING CORPORATIONWI · 391913562-001 | $494M | 2,851 | $45,000 | 5y | 1 |
BOARD OF TRUSTEES PAINTERS DISTRICT COUN NO. 30 PENSION FUNDIL · 366491120-001 | $461M | 3,081 | $68,000 | 10y | - |
Flag exposure
89.8%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (21)
Raw Schedule C names collapsed into STRATEGIC CAPITAL INVESTMENT ADVISO.
- STATEGIC CAPITAL
- STRATEGIC CAPITAL
- STRATEGIC CAPITAL ADV
- STRATEGIC CAPITAL INV ADVISOR
- STRATEGIC CAPITAL INV ADVISORS
- STRATEGIC CAPITAL INV ADVISORS INC
- STRATEGIC CAPITAL INV. ADVISORS
- STRATEGIC CAPITAL INV. ADVISORS INC
- STRATEGIC CAPITAL INVEST ADVISORS
- STRATEGIC CAPITAL INVESTMENT
- STRATEGIC CAPITAL INVESTMENT A
- STRATEGIC CAPITAL INVESTMENT ADV
- STRATEGIC CAPITAL INVESTMENT ADV.
- STRATEGIC CAPITAL INVESTMENT ADVISO
- STRATEGIC CAPITAL INVESTMENT ADVSR
- STRATEGIC CAPITAL INVESTMENT ADVSRS
- STRATEGIC CAPITAL INVESTMENTS
- STRATEGIC CAPITAL INVESTMNT ADVISOR
- STRATEGIC CAPITAL INVMNT ADVISOR
- STRATEGIC CAPITAL INVSTMNT ADVISORS
- STRATEGIC CAPTIAL INVESTMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for STRATEGIC CAPITAL INVESTMENT ADVISO's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 9 | 18.37% | 1.71% | +16.65 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 4.08% | 1.76% | +2.32 pp |
| Loss discovered | 1 | 2.04% | 0.00% | +2.04 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with STRATEGIC CAPITAL INVESTMENT ADVISO. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).