DFX Intelligence
Strategic Capital Inv Advisors
unclassified
unclassified
25 more advisory clients and 82 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
28
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
28 allocators
- Midwest Pension Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
- Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan Investment adviser (plan)Pension consultantthrough May 31, 2025 Form 5500
- Plumbers & Pipefitters Local Unions 502 & 633 Pens Investment adviser (plan)General consultantthrough Jul 31, 2024 Form 5500
+25 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
1 allocator
- Electrical Construction Industry Pension Plan Trusteethrough May 31, 2023
Schedule C rows
85 rows, $7.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Midwest Pension Plan | 2025 | 27 | NONE | $60,000 |
| FOX Valley & Vicinity Construction Workers Pension Fund | 2024 | 27 50 | NONE | $217,436 |
| Plumbers & Pipefitters Local 172 Pension Fund | 2024 | 27 50 | NONE | $191,011 |
+82 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Strategic Capital Advisors, Inc. appears on Midwest Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Strategic Capital Inv Advisorsaskebsa.dol.gov
- Strategic Capital Investment Adviso appears on Ibew Local 150 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Strategic Capital Inv Advisorsaskebsa.dol.gov
- Strategic Capital appears on Teamsters Local Union No. 727 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Strategic Capital Inv Advisorsaskebsa.dol.gov
- Strategic Capital Investment Adviso appears on Soft Drink Industry Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Strategic Capital Inv Advisorsaskebsa.dol.gov