Strategic Wealth Capital

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Client assets under management

$232,533,849

Clients

22% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$3,577,444

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

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Tax strategies for small businesses Cash flow / budgeting

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning services, determined by estimated hours and complexity

Percentage

up to 2.00% annually (varies by client and wrap program)

Other

Account minimum: $5,000,000 Fee-only: Investment management fees based on assets under management, financial planning fees as fixed fees

Main office location

Strategic Wealth Capital

345 California Street, 6 Th Floor

San Francisco CA 94104, United States

Number of offices

Most active in

California · New York · Ohio · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Instagram Website 415-780-7022

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 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Sanctuary Wealth. 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 investment strategies and offers services on both discretionary and non-discretionary bases.

General retirement planning Retirement income strategy Tax strategies for small businesses Cash flow / budgeting Executive Founder/Business Owner

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.

General retirement planning Retirement income strategy Tax strategies for small businesses Cash flow / budgeting Executive Founder/Business Owner

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