Strategic Capital Alternatives, LLC (Gig Harbor)

Name: Strategic Capital Alternatives, LLC
Address: 7191 Wagner Way Nw, Gig Harbor, WA, 98335
Telephone: 253-853-4900

Strategic Capital Alternatives, LLC is a large advisory firm based in Gig Harbor. It manages $207.61 million of regulatory assets for 2,286 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, Idaho, and 6 other states.

Strategic Capital Alternatives provides portfolio management for individuals and small businesses and provides model portfolios to wrap fee programs and other investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Capital Alternatives: assets under management

The assets under management (AUM) of Strategic Capital Alternatives, LLC is $207.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 588% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $207.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strategic Capital Alternatives, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Strategic Capital Alternatives, LLC

Ronald Jay Robertson joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Norman Gary Price	Managing director and chief compliance officer	1 Mar 2010	25% - 50%	2406981
Ronald Jay Robertson	Managing director	1 Mar 2010	25% - 50%	2970282
Timothy Joseph Feehan	Managing director	1 Mar 2010	25% - 50%	2464561
Norman Gary Price	Managing member and chief compliance officer	1 Apr 2010	25% - 50%	2406981
Ronald Jay Robertson	Managing member	1 Apr 2010	25% - 50%	2970282
Timothy Joseph Feehan	Managing member	1 Apr 2010	25% - 50%	2464561
Bradley Thomas Larson	Chief compliance officer	1 Sep 2012	Other	1559888
Inc. Aequitas Capital Management	Member	1 Aug 2013	25% - 50%	93-1125780
Timothy Joseph Feehan	Chief executive officer	1 Oct 2013	Other	2464561
Ronald Jay Robertson	Managing member	1 Oct 2013	25% - 50%	2970282
Llc Sca Holdings	Managing member	1 Jun 2014	75% - 100%	47-1227435
Ronald Jay Robertson	Chief executive officer	1 Mar 2016	25% - 50%	2970282

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Aequitas Holdings	Member of aequitas commercial finance, llc	1 Feb 2007	75% - 100%	01-0891635
Llc Aequitas Management	Member of aequitas holdings, llc	1 Feb 2007	75% - 100%	41-2224801
Robert Joseph Jesenik	Member of aequitas management, llc	1 Feb 2007	25% - 50%	5331944
Llc Aequitas Commercial Finance	Limited partner of aequitas capital opportunities fund, lp	1 May 2014	25% - 50%	02-0675916
Lp Aequitas Capital Opportunities Fund	Member of sca holdings, llc	1 Jun 2014	25% - 50%	80-0939647
Timothy Joseph Feehan	Member of sca holdings, llc	1 Jun 2014	25% - 50%	2464561
Ronald Jay Robertson	Member of sca holdings, llc	1 Jun 2014	25% - 50%	2970282

Based in Gig Harbor

The principal office where Strategic Capital Alternatives, LLC performs its advisory services is located at 7191 Wagner Way Nw, Gig Harbor, WA 98335, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 253-853-4900 or by fax 253-851-8819. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at sca-3.com/.