Strategic Capital Advisors

What Strategic Capital Advisors does

Strategic Capital Advisors is a privately held, independent investment management and financial planning firm headquartered in Tallmadge, Ohio, with a secondary office in Beavercreek, Ohio. The firm serves individual investors and small-business owners across Ohio through three service lines: investment management (ETFs, mutual funds, stocks, bonds, fixed income, and variable annuities), business consulting (401(k) plan design, benefits analysis, succession planning, and business valuation), and comprehensive financial planning covering tax, estate, insurance, and retirement. Revenue is generated through fee-based investment management on client assets-under-management supplemented by project-based professional services fees, producing a recurring plus episodic revenue mix.

The business is led by CEO Thomas M. Leonardi, who brings more than 30 years of financial services industry experience, with a small identified team that includes a Certified Financial Planner (Ralph W. Lunt) and executive support staff. Strategic Capital Advisors operates as an independent Registered Investment Advisor, with Osaic Wealth, Inc. serving as its broker-dealer partner and Pershing as custodian for client assets, providing the back-office and compliance infrastructure typical of an independent RIA. The firm has historical ties to FSC Securities Corporation via a prior merger with Advantage Capital Corporation, reflecting prior platform consolidation activity in its broker-dealer relationships.

The firm pursues a direct-advisory go-to-market motion anchored in local Ohio presence and personal relationships rather than mass-marketing channels. It has invested in client-facing digital infrastructure including a website, newsletters, financial calculators, research articles, flipbooks, and a video library to support client engagement and lead generation within its regional market. No AI, proprietary technology platform, or funding activity is disclosed.

Name

Strategic Capital Advisors

Legal name

Strategic Capital Advisors, Inc.

Website

https://scacfp.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategic Capital Advisors is a privately held, independent investment management and financial planning firm based in Tallmadge and Beavercreek, Ohio, serving individual investors and small-business owners with fee-based AUM management, business consulting, and comprehensive financial planning services.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Investment management
• Financial planning
• Retirement planning
• Wealth advisory
• Estate planning

Headquarters

HQ city

Tallmadge

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Services: Fee-based investment management including exchange traded funds, mutual funds, stocks, bonds, fixed income securities, and variable annuities. Revenue derived from advisory fees on managed assets.
2. Financial Planning Services: Comprehensive financial planning services including tax planning, estate planning, retirement planning, IRA accounts, 401(k) rollovers, and insurance evaluation (life, health, disability, long-term care). May be charged as one-time or ongoing advisory fees.
3. Business Consulting Services: Business consulting including 401k pension plans, benefits analysis, succession planning, and business valuation services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Strategic Capital Advisors is a privately held, independent investment management and financial planning firm that provides investment management, comprehensive financial planning, and business consulting services to individuals and small business owners in Ohio. The firm operates as a Registered Investment Advisor (RIA) offering personalized strategies spanning retirement, estate, tax, and education planning, supported by custodial and broker-dealer partnerships with Pershing, Osaic Wealth, FSC Securities, and Fidelity.

Product overview

Strategic Capital Advisors offers a suite of financial advisory services centered around three core offerings: Investment Management (covering ETFs, mutual funds, stocks, bonds, fixed income, and variable annuities), Business Consulting (including 401k plans, benefits analysis, succession planning, and business valuation), and Comprehensive Financial Planning (encompassing tax, estate, insurance, and retirement planning). The company supplements these services with an online learning center featuring financial calculators, research articles, educational flipbooks, newsletters, and videos. The offering is structured as a traditional financial advisory practice with educational tools rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Discretionary and non-discretionary investment management services for individual investors and small business owners, including portfolio construction, asset allocation, and ongoing portfolio monitoring. Delivered as a standalone advisory service and as part of comprehensive financial planning, supported by custodial partnerships with Pershing and Fidelity.
• Comprehensive Financial Planning Holistic financial planning service covering retirement planning, estate planning, tax planning, and education planning, coordinated with the client's investment management strategy. Designed for individuals and households seeking a single integrated plan across multiple financial goals, delivered by CFP-designated professionals.
• Business Consulting Consulting service for small business owners that integrates business-side advisory with owner-level personal financial planning, addressing topics such as business structure, owner retirement planning, and continuity. Targeted at Ohio-based small business owners who need coordinated business and personal financial advice.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• FSC Securities CorporationcoreChannel Partner/ Reseller/ DistributorBroker-dealer partner acquired through merger process with Advantage Capital Corporation, where Tom Leonardi was past Chairman of the Advisory Board. FSC Securities is headquartered in Atlanta, Georgia and is one of the oldest independent financial services firms in the country.
• PershingcoreTechnology or IntegrationCustodian providing brokerage services and online account access (NetX360 platform) for client accounts. Clients can access accounts through Pershing's platform with instructions provided by Strategic Capital Advisors.
• Osaic Wealth, Inc.coreChannel Partner/ Reseller/ DistributorRegistered broker-dealer member of FINRA and SIPC through which securities and investment advisory services are offered. Strategic Capital Advisors is a registered investment advisor not affiliated with Osaic Wealth, Inc.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/thomasmleonardicfp

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Advisors