DFX Intelligence

Allocator Intelligence

Strategic Capital Investment Advisors Inc

Investment consultant· Lombard, IL
Investment consultantprobableCRD 107772strategiccap.net
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
71
filed Feb 23, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

2 allocators

Schedule C rows

3 rows, $156,671 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ohio Bricklayers Pension Plan202427 50NONE$47,454
Plumbers Local No. 8 Pension Plan202427NONE$44,709
Ohio Bricklayers Pension Plan202327 50NONE$64,508

Form ADV readings

  • charity clients 1 Feb 23, 2026 reported
  • institutional clients 71 Feb 23, 2026 reported
  • pension plan clients 70 Feb 23, 2026 reported

What changed

  • Dec 31, 2024Consultant changedinferencePlumbers Local No. 8 Pension Plan
    Strategic Capital Investment Adviso appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Strategic Capital Investment Advisors Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceOhio Bricklayers Pension Plan
    Strategic Capital Investment Advis. appears on Ohio Bricklayers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Strategic Capital Investment Advisors Incaskebsa.dol.gov