Strategic Capital Investment Advisors Inc
SEC-registered
Investment Adviser
CRD 107772
· SEC file 801-56603
· Lombard, IL
· WWW.STRATEGICCAP.NET
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ADV data as of Feb 23, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 146
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 15
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 70 | — | — |
| Charitable organizations | 1 | — | — |
| Corporations and other businesses | 22 | — | — |
| Other | 53 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Shopmen's Iron Workers Retirement Fund Of Southern California Jt Board Of Trustees, Shopmen's Iron Workers Retirement Fund | 2024 | |
| Plumbers & Pipefitters Local Unions 502 & 633 Pens Joint Board Of Trustees Plumbers & Pipefitters Local Unions | 2024 | |
| Orange County Ibew Neca Electrical Workers Defined Contribution Pension Plan Board Of Trustees, Orange County Ibew Neca Electrical | 2024 | |
| Plumbers And Pipefitters Local Union No 333 Pension Fund Joint Board Plumbers & Pipefitters Local Union No. 333 Pension | 2024 | |
| Plumbers And Steamfitters Local 102 Pension Plan Plumbers & Steamfitters Local Union No. 102 | 2024 | |
| Ibew Local 150 Supplemental Pension Fund Trustees Under Ibew 150 Supplemental Pension Fund | 2024 | |
| Ibew Local 150 Pension Plan Trustees Under Ibew Local 150 Pension Fund | Lexington, KY | 2024 |
| Fox Valley & Vicinity Construction Workers Pension Fund Trustees Of The Fox Valley Const Workers Pension | 2024 | |
| Electrical Construction Industry Annuity Plan Electrical Construction Industry Annuity Plan Board Of Trustees | 2024 | |
| Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 | 2024 | |
| Plumbers Local No. 8 Pension Plan Plumbers Local No. 8 Pension Plan | 2024 | |
| Administrative District Council 1 Pension Fund Board Of Trustees Of Administrative District Council 1 Pension Fund | 2024 | |
| Roofers Local No. 75 Pension Fund Board Of Trustees Roofers Local No. 75 Pension Fund | 2024 | |
| Local Union 212 Ibew Pension Trust Fund Local Union No 212 Ibew Pension | 2024 | |
| Ohio Bricklayers Pension Plan Ohio Bricklayers Pension Plan | 2024 | |
| Ctdu Pension Fund Ctdu Pension Fund | 2024 | |
| Plumbers & Pipefitters Local Union No. 572 Pension Fund Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund | 2024 | |
| Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan | Chicago, IL | 2024 |
| Structural Iw Local #1 Pension Plan Bd Of Trustees Structural Iw #1 Pension Plan | 2024 | |
| International Assoc Of Heat And Frost Insulators Local 17 Pension Fund Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund | 2024 | |
| International Association Of Heat And Frost Insulators Local 17 Annuity Fund Trustees Of Int'l Assn Of Heat And Frost Insulators Loc 17 Annuity Fd | 2024 | |
| Plumbers Local No 98 Defined Benefit Pension Fund Plumbers Local 98 Defined Benefit Pension Fund | 2024 | |
| Studio Mechanics Local 476 Annuity Plan Board Of Trustees Studio Mechanics Local 476 Annuity Fund | 2024 | |
| Studio Mechanics Local 476 Iatse Retirement Plan Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen | 2024 | |
| Pipe Fitters Association L.U. 597, U.A. 401(k) Pla Trustees Of Pipe Fitters Association Local 597 | 2024 | |
| Plumbers & Pipefitters Local 162 Retirement Savings Plan Plumbers And Pipefitters Local 162 Retirement Savings Plan | Dayton, OH | 2024 |
| Plumbing & Heating Wholesalers Retirement Income Plan For The Benefit Of Shopmen's Division Of Pipe Fitters' Association, Local 597 Shopmens Division Local 597 Joint Board Of Trustees | 2024 | |
| Pipe Fitters Retirement Fund, Local 597 Trustees Of Pipe Fitters Retirement Fund Local 597 | 2024 | |
| Soft Drink Industry Pension Fund Trustees Of Soft Drink Industry Pension Fund | 2024 | |
| Association Of Equipment Manufacturers Pension Plan Association Of Equipment Manufacturers | 2024 | |
| Rite Hite Retirement Savings Plan Rite Hite Holding Corporation | 2024 | |
| Plumbers 75 401 K Profit Sharing Plan Board Of Trustees Of The Plumbers 75 401 K Plan | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gross, Daniel, Richard | Principal | Jan 1999 (28y) | 50% – 75% | |
| Labarge, Russell, Kenneth | Principal/Chief Compliance Officer | Jan 1999 (28y) | 50% – 75% | |
| Slonek, Michael, Andrew | Senior Consultant | Dec 2022 (4y) | Less than 5% | |
| Stanislawski, Edwin, Joseph | Senior Associate | Dec 2022 (4y) | Less than 5% | |
| Tew, Albert, Lee | Senior Consultant | Dec 2022 (4y) | Less than 5% | |
| Sullivan, Bryant, Everett | Consultant | Dec 2023 (3y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (32)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Shopmen's Iron Workers Retirement Fund Of Southern California | Jt Board Of Trustees, Shopmen's Iron Workers Retirement Fund | 294 | $89.3M | 08/01/2024 |
| Plumbers & Pipefitters Local Unions 502 & 633 Pens | Joint Board Of Trustees Plumbers & Pipefitters Local Unions | 2,219 | $623M | 08/01/2024 |
| Orange County Ibew Neca Electrical Workers Defined Contribution Pension Plan | Board Of Trustees, Orange County Ibew Neca Electrical | 4,316 | $335M | 07/01/2024 |
| Plumbers And Pipefitters Local Union No 333 Pension Fund | Joint Board Plumbers & Pipefitters Local Union No. 333 Pension | 845 | $301M | 07/01/2024 |
| Plumbers And Steamfitters Local 102 Pension Plan | Plumbers & Steamfitters Local Union No. 102 | 430 | $105M | 07/01/2024 |
| Ibew Local 150 Supplemental Pension Fund | Trustees Under Ibew 150 Supplemental Pension Fund | 1,372 | $311M | 07/01/2024 |
| Ibew Local 150 Pension Plan | Trustees Under Ibew Local 150 Pension Fund | 670 | $273M | 07/01/2024 |
| Fox Valley & Vicinity Construction Workers Pension Fund | Trustees Of The Fox Valley Const Workers Pension | 841 | $336M | 06/01/2024 |
| Electrical Construction Industry Annuity Plan | Electrical Construction Industry Annuity Plan Board Of Trustees | 3,812 | $403M | 06/01/2024 |
| Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan | Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 | 1,567 | $381M | 06/01/2024 |
| Plumbers Local No. 8 Pension Plan | Plumbers Local No. 8 Pension Plan | 494 | $123M | 06/01/2024 |
| Administrative District Council 1 Pension Fund | Board Of Trustees Of Administrative District Council 1 Pension Fund | 1,263 | $544M | 06/01/2024 |
| Roofers Local No. 75 Pension Fund | Board Of Trustees Roofers Local No. 75 Pension Fund | 66 | $14.7M | 06/01/2024 |
| Local Union 212 Ibew Pension Trust Fund | Local Union No 212 Ibew Pension | 1,302 | $308M | 05/01/2024 |
| Ohio Bricklayers Pension Plan | Ohio Bricklayers Pension Plan | 561 | $111M | 05/01/2024 |
| Ctdu Pension Fund | Ctdu Pension Fund | 81 | $29.9M | 04/01/2024 |
| Plumbers & Pipefitters Local Union No. 572 Pension Fund | Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund | 1,375 | $212M | 04/01/2024 |
| Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan | Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan | 7,078 | $346M | 01/01/2024 |
| Structural Iw Local #1 Pension Plan | Bd Of Trustees Structural Iw #1 Pension Plan | 1,121 | $664M | 01/01/2024 |
| International Assoc Of Heat And Frost Insulators Local 17 Pension Fund | Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund | 736 | $338M | 01/01/2024 |
| International Association Of Heat And Frost Insulators Local 17 Annuity Fund | Trustees Of Int'l Assn Of Heat And Frost Insulators Loc 17 Annuity Fd | 1,163 | $216M | 01/01/2024 |
| Plumbers Local No 98 Defined Benefit Pension Fund | Plumbers Local 98 Defined Benefit Pension Fund | 772 | $296M | 01/01/2024 |
| Studio Mechanics Local 476 Annuity Plan | Board Of Trustees Studio Mechanics Local 476 Annuity Fund | 1,445 | $41.2M | 01/01/2024 |
| Studio Mechanics Local 476 Iatse Retirement Plan | Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen | 1,216 | $103M | 01/01/2024 |
| Pipe Fitters Association L.U. 597, U.A. 401(k) Pla | Trustees Of Pipe Fitters Association Local 597 | 9,410 | $2.5B | 01/01/2024 |
Top 25 of 32 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 871 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ASSETS FOR DISCRETIONARY FIDUCIARY CONSULTING
Services
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗