Founder/ceo · Strategic Wealth Investment Group, LLC
Matthew J. Dicken
CRD 2882253 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Strategic Wealth Investment Group, LLC, an SEC-registered wealth manager based in Louisville, KY with $1.4 billion in regulatory assets, lists Matthew J. Dicken on its Form ADV as Founder/ceo, a control person. The SEC filings also name Matthew at 1 other registered adviser.
Firms and roles
- Strategic Wealth Investment Group, LLCFounder/ceoWealth manager · Louisville, KY · $1.4B in regulatory assets
- Bancreek Capital Advisors, LLCManaging MemberAsset manager · Santa Monica, CA · $187M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Jordan SchwartzPartner, Strategic Wealth Investment Group, LLC
- Laurin M. ScaffidiDirector of Culture & Strategic Initiatives, Strategic Wealth Investment Group, LLC
- Peter C. GayleCCO, Strategic Wealth Investment Group, LLC
- Andrew L. SkatoffChief Investment Officer, Bancreek Capital Advisors, LLC
- Kevin F. PolliChief Financial Officer & Chief Compliance Officer, Bancreek Capital Advisors, LLC
1 more person named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.