Strategic Wealth Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$232,533,849
Clients
65
Advisors
2
of 5 employees
About
Strategic Wealth Capital primarily serves high‑net‑worth individuals, families, business owners and executives, offering comprehensive financial planning and investment management. Its planning services address investment allocation, retirement projections, tax coordination, insurance review, and estate considerations, while investment management is delivered on both discretionary and non‑discretionary bases.
The firm typically implements portfolios through wrap‑fee programs and third‑party money managers (TPMMs), allocating assets across model portfolios, ETFs, mutual funds and direct‑indexing options such as the Investible Index Series available through Adhesion. SWC tailors recommendations to each client’s objectives and may engage multiple TPMMs with differing account minimums and execution and custodial arrangements.
Noteworthy features include managing approximately $238.4 million in client assets with a small advisory team and acting as the sponsor of a bundled wrap‑fee program, a combination that is less common among peers. The firm also pays platform fees to TPMMs and custodians, debits advisory fees directly from client accounts, and discloses the use of standing letters of authorization for some clients, all of which affect its custody and operational arrangements.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services, determined by estimated hours and complexity
up to 2.00% annually (varies by client and wrap program)
Account minimum: $5,000,000 Fee-only: Investment management fees based on assets under management, financial planning fees as fixed fees
Main office
345 California Street, 6th Floor
San Francisco CA 94104
Advisors at this office
2
Most active in
California · New York · Ohio · Texas · Virginia
Also doing business as
Strategic Wealth Capital · Strategic Wealth Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Aureliana L
Series 66
San Francisco, CA
Strategic Wealth Capital
Aureliana Lopes Monteiro is a financial advisor at Strategic Wealth Capital with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Sanctuary Wealth. Strategic Wealth Capital serves high-net-worth individuals, families, business owners, and executives with comprehensive financial planning and investment management, using a combination of wrap-fee programs and third-party money managers to tailor portfolios according to client objectives.
Adrianne Y
CFP®, Series 63, Series 65, Series 66
San Francisco, CA
Strategic Wealth Capital
Adrianne Yamaki is a CFP® with 21 years of experience in financial services. She is currently with Strategic Wealth Capital and has previously worked at Sanctuary Wealth and Morgan Stanley in various roles. Outside of her advisory work, she serves as an officer and director for Impart Wealth/Impart Digital Media and is a council member for the Bay Area chapter of Common Sense Media, a nonprofit focused on media and technology choices for children and families. Strategic Wealth Capital provides financial planning, portfolio management, and investment consulting to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm employs a range of strategies across multiple asset classes and offers services on both discretionary and non-discretionary bases.
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