A complete list of active advisors currently associated with Strategic Wealth Capital

Warmer can help you find a great advisor at Strategic Wealth Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Strategic Wealth Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.