Strategic Capital Advisers, Inc.
Strategic Capital Advisers, Inc. (CRD# 108872) is a financial advisory firm headquartered in Denver, CO. They manage $3,458,512,737 in 258 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3,459MILLION
Total Number of Accounts258ACCOUNTS
Average Account Value$13,405,088
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
John Hancock (CRD# 2830486) is an Investment Advisor Representative working at Strategic Capital Advisers, Inc. in Denver, CO and has over 20 years of experience in the finance industry. John Hancock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Purdy (CRD# 6532305) is an Investment Advisor Representative working at Strategic Capital Advisers, Inc. in Denver, CO and has 1 year of experience in the finance industry.