Strategic Wealth Capital, LLC
● SEC registered since 2023CRD 326299SEC# 801-127930San Francisco, CA
Reg. AUM
$238.4M
Employees
5
Accounts
370
Location
San Francisco, CA
Strategic Wealth Capital, LLC assets under management
Strategic Wealth Capital, LLC is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2023. It reports $238.4 million in regulatory assets under management and employs 5 people.
Strategic Wealth Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrianne Sanders Yamaki Control | Managing Director | Over 75% | 2019 |
| Alicia Minyen | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Strategic Wealth Capital, LLC manage?
Strategic Wealth Capital, LLC reports $238.4 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Wealth Capital, LLC have?
Strategic Wealth Capital, LLC reports 5 employees.
Where is Strategic Wealth Capital, LLC located?
Strategic Wealth Capital, LLC is based in San Francisco, CA and has been SEC-registered since 2023.
Does Strategic Wealth Capital, LLC disclose fund performance?
Strategic Wealth Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 345 California Street, 6th Floor, San Francisco, CA 94104 |
| Phone | 415-780-7022 |
| Office hours | 7:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238.4M▲ 33%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$238.4Mregulatory AUM
Discretionary $238.4M