Strategic Capital Investment Advisor's

What Strategic Capital Investment Advisor's does

Strategic Capital Investment Advisors is an independent, 100% employee-owned investment consulting firm founded in 1999 and headquartered in Lombard, Illinois, a suburb of Chicago. The firm provides fee-only investment consulting advice to institutional investors, including multi-employer funds (Taft-Hartley and public pension funds with defined benefit, defined contribution, health and welfare, SUB, and training/apprentice sub-funds), corporate defined benefit and defined contribution plans, and not-for-profit healthcare organizations, foundations, and endowments. Its revenue is generated exclusively through direct "hard dollar" client fees, with no compensation from investment managers, custodians, or any other source, eliminating conflicts of interest.

The firm operates with a small team of six named senior professionals, including two Principals (Daniel R. Gross and Russell K. LaBarge) with backgrounds at J.H. Ellwood, Ennis Knupp, Amoco, Commonwealth Edison, and First Chicago. Services span Traditional consulting (asset allocation reviews, investment policy development, manager evaluation and search, performance evaluation, custodian evaluation, and securities lending program evaluation) and Discretionary consulting, in which the firm accepts fiduciary responsibility for liquidity management, rebalancing, and portfolio restructuring. The practice is built around proprietary analytical tools and custom modeling techniques, particularly asset/liability models tailored to plan-specific funding objectives (rather than generic efficient frontier models) and volatility models for healthcare, foundation, and endowment clients.

Business development is referral-driven through senior professional networks, with no disclosed digital marketing channels. The firm emphasizes a single firm-wide investment philosophy ensuring consistent advice across all client engagements, and it holds SEC registered investment advisor status. Geographic scope appears regional, centered on the Chicago metropolitan area, with no documented geographic expansion, M&A, or external funding activity across the firm's 25-year operating history.

Name

Strategic Capital Investment Advisor's

Legal name

Strategic Capital Investment Advisors, Inc.

Website

https://strategiccap.net

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategic Capital Investment Advisors is an independent, 100% employee-owned investment consulting firm founded in 1999 that provides fee-only traditional and discretionary consulting services to institutional investors, including multi-employer funds, corporate plans, foundations, and healthcare organizations, from Lombard, Illinois.

Ownership category

akta.pro rank

Product category

Investment Consulting

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Investment consulting
• Asset allocation
• Pension consulting
• Fiduciary advisory
• Manager research

Headquarters

HQ city

Lombard

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Consulting Fees: The firm is an independent consulting firm. Its ONLY source of revenue is the 'hard dollar' fees received from clients. No compensation is received from any other source including investment managers or custodians.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Strategic Capital Investment Advisors provides independent investment consulting advice to institutional investors, including multi-employer funds, corporate plans, foundations, and healthcare organizations. The firm offers two core service lines, Traditional and Discretionary investment consulting, covering asset allocation reviews, asset/liability modeling, investment policy development, performance evaluation, investment manager evaluation and search, custodian evaluation, securities lending program evaluation, and liquidity management and rebalancing, all delivered by senior consultants who accept fiduciary responsibility.

Product overview

Strategic Capital Investment Advisors is an independent investment consulting firm offering two core service lines: Traditional Investment Consulting and Discretionary Investment Consulting. Their services include asset allocation reviews, asset/liability modeling, investment policy development, performance evaluation, investment manager evaluation and search, and liquidity management. The firm accepts fiduciary responsibility and provides customized solutions to institutional investors including multi-employer funds, corporate plans, foundations, and healthcare organizations. All clients receive the same Strategic Capital investment approach built around risk analysis and management.

Differentiator

Problem solved

Functional benefit

Products and services

• Traditional Investment Consulting Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves3 records

Direct peers

• NEPC: Independent investment consulting firm serving institutional clients including pension funds, endowments, and foundations with Traditional and Discretionary (OCIO) services. Closely comparable in service model, institutional focus, and independence positioning.
• RVK, Inc. Independent, employee-owned institutional investment consulting firm offering Traditional and Discretionary services to pensions, endowments, foundations, and corporate plans. Directly comparable in business model, fee-only structure, and multi-employer/corporate plan focus.
• Verus: Independent institutional investment consulting firm serving pensions, endowments, foundations, and healthcare organizations with consulting and OCIO services. Comparable to SCIA in client segments and independence model.
• Meketa Investment Group: Employee-owned institutional investment consulting firm serving public pensions, corporate plans, endowments, and foundations with asset allocation, manager research, and OCIO services. Comparable to SCIA as an independent, fee-only consulting practice with a similar institutional client base.
• Cambridge Associates: Large independent investment consulting firm serving endowments, foundations, pensions, and private clients with manager research, asset allocation, and OCIO. Comparable as a fee-only institutional consulting peer though significantly larger in scale.
• Marquette Associates: Independent, employee-owned institutional investment consulting firm based in Chicago serving pensions, endowments, foundations, and healthcare organizations. Closely comparable to SCIA in ownership structure, client segments, and service mix (Traditional and Discretionary consulting).
• Segal Group: Independent consulting firm with deep specialization in multi-employer and Taft-Hartley plans, providing investment consulting, actuarial, and benefits administration. Highly comparable to SCIA's multi-employer fund expertise and specialized modeling for DB/DC/health & welfare/SUB funds.

Broad incumbents

• Aon (Investment Consulting): Global professional services firm with a substantial investment consulting business serving institutional investors including corporate and multi-employer plans. Comparable client overlap but operates as a broad incumbent with potential conflicts given its broader brokerage and risk services.
• Wilshire: Independent global investment consulting and technology firm serving institutional clients with consulting, OCIO, and analytics. Comparable in fee-only independence and institutional focus, but materially larger and more diversified than SCIA.
• Mercer (Investment Consulting): Global consulting firm with a large investment consulting practice serving corporate pensions, endowments, and multi-employer plans. Comparable in services offered (asset allocation, manager research, OCIO) but is a broad incumbent with bundled, cross-business offerings rather than an independent specialist.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/strategic-capital-investment-advisors

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Capital Investment Advisor's