| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrianne Sanders Yamaki Control | Managing Director | Over 75% | 2019 |
| Russell Clark Lemley Control | Chief Compliance Officer | Under 5% | 2025 |
Strategic Wealth Capital, LLC reports $206.5 million in regulatory assets under management on its Form ADV.
Strategic Wealth Capital, LLC reports 4 employees.
Strategic Wealth Capital, LLC is based in San Francisco, CA and has been SEC-registered since 2023.
Strategic Wealth Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $206.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $206.5M |