CRD: 326299
Strategic Wealth Capital
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-04-2023
- Office Locations
- 1
Office Locations
About Strategic Wealth Capital
Strategic Wealth Capital is a federally registered RIA serving ultra-high-net-worth corporate executives, strategy consulting partners, entrepreneurs and other accomplished professionals and families. It delivers personalized, comprehensive planning and investment management, with a specialty in Directors and Officers and a typical client profile of $5mm+ in portfolio assets and $500k+ income. Portfolios focus on asset allocation using ETFs and index funds, often custodied at Schwab.
Team overview
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CRM
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ADRIANNE SANDERS YAMAKI
Advisor, MANAGING DIRECTOR
- CRD
- #3146002
- Ownership
- 75% or more
ALICIA MINYEN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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AURELIANA LOPES MONTEIRO
Director of Client Services
- CRD
- #6188659
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,395,849 | $644,313 |
| Non-Discretionary | $0 | -- |
| Total | $238,395,849 | $644,313 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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