9AT: STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 08/24/2001
ADV Location	BOSTON, MA, United States
Contact Info	617 xxxxxxx
Websites

AUM^*	2,838,890,251 -62%
of that, discretionary	3,445,332 5%
Number of Employees
of those in investment advisory functions
Private Fund GAV^*	0
Avg Account Size	354,861,281 -53%
% High Net Worth	87.50% -3%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser APPLIED DERIVATIVE RESEARCH OR "ADR"	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM100.0k	#Funds-
Adviser ATOMIC INVEST LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM319.5m	#Funds-
Adviser PARADIGM CONSULTING, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM168.5m	#Funds-
Adviser CGI PLAN ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM261.0m	#Funds-
Adviser UPHOLDINGS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4m	#Funds-
Adviser SILICON VALLEY RETIREMENT SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser GREYFELL CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser EHLERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.2b	#Funds-
Adviser HAUSER RETIREMENT SOLUTIONS 2 LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser LAWLEY RETIREMENT ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1b	#Funds-

Brochure Summary

Overview

Brian Hunter is the principal owner of SCA Group. SCA Group has been in business as a registered investment adviser since October 1, 2001. As of March 31, 2024, SCA Group is advising on $3,287,989 of discretionary Client assets and $7,500,000,000 of non-discretionary assets. A Client may choose to engage SCA Group on either a discretionary or non-discretionary basis or both. It is the professional intent of SCA Group to attempt to design Client portfolios that maximize diversification across relatively uncorrelated risks in a way that is compatible with each Client’s objectives and tolerance to loss. Even so, there can be no assurance that any specific investment will either be suitable or profitable for a Client’s portfolio and that there is always the possibility of loss of capital. No Client or prospective Client should assume that any information presented in this document serves as the receipt of, or a substitute for, personalized individual advice from SCA Group. SCA Group’s patented and proprietary computer programs assist SCA to create hypothetical portfolio allocations used to tailor suggested asset allocation for each Client. Each non- discretionary Client may impose restrictions on investing in certain securities or types of securities. Factors of qualitative and quantitative research (due diligence) are considered in such hypothetical allocations. Strategic Capital Allocation Group LLC (SCA Group) will provide quarterly education, advice and investment management

primarily to institutions and high net worth individuals. Broadly, SCA Group’s services will include asset allocation strategy, the identification and selection of investment managers, Exchange Traded Funds (ETFs), Master Limited Partnerships (MLPs), mutual funds, equities and options for specific investment categories. SCA Group will also provide ongoing performance evaluation and portfolio monitoring services of the investment managers’ performance and the performance of ETFs, MLPs, mutual funds and options. Non-discretionary Client’s will contract or invest separately with each investment manager or investment they decide to use. SCA Group will also offer education and advice on the selection of limited partnerships investing in private equity, venture capital, leveraged buyouts, hedge funds and fund-of-funds investment vehicles. SCA Group will also offer education and advice on ETFs, MLPs, mutual funds, equities and options. Another source of information used is SCA Group’s quantitative and qualitative due diligence on investment funds. This research covers, but is not limited to: prime brokerage services for hedge funds, background checks on fund principals and support professionals, review of audited financial statements and review of documents of managers that disclose investment objectives, processes, risks of the investments, risk management, professional backgrounds of the managers and professional associations with prime brokers, auditors and legal advisors..

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.