← Back to searchVisit website
STRATEGIC FINANCIAL CONCEPTS, LLC
CRD 141849 · SEC 801-67243
901 NE LOOP 410, SUITE 100, SAN ANTONIO, TX, 78209, United States
Phone
210-737-7800
Fax
210-737-7801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$927.7M
Discretionary AUM
$927.7M
Team
41 total employees; 41 advisory reps; 75 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER FEES
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsGENERAL CONSULTING AND BUSINESS PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3508 | $509.6M |
| High net worth individuals | 190 | $246.2M |
| Pension/profit sharing plans | 23 | $24.9M |
| Charitable organizations | 20 | $15.1M |
| Insurance companies | 10 | $7.9M |
| Corporations/business entities | 37 | $62.1M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, UT, VA, WI, MO, WA, TX, HI, FL
All web addresses on file
- https://www.facebook.com/503642459795559
- https://www.linkedin.com/in/robertbruns1
- https://www.facebook.com/106554770841275
- https://www.linkedin.com/in/ricktarbell
- https://www.linkedin.com/in/sandi-hegeman-aif®-8628132a4
- HTTP://WWW.SFCRIA.COM
- https://www.linkedin.com/in/erika-marin-aif-9269346
- HTTPS://WWW.SOLINSKYGROUP.COM/
- https://www.linkedin.com/in/alex-littlepage
- https://ms-my.facebook.com/watch/HMorenoCFA/
- http://www.linkedin.com/company/1584827
- https://www.linkedin.com/in/delaney-mccoy-062795219
- HTTPS://WWW.BENEFITPLANNINGGROUP.NET/
- https://www.humbleinvestor.net
- https://www.facebook.com/ConchoInvAdv
- https://www.linkedin.com/in/kwags1981
- https://www.linkedin.com/in/tonyashtonclu
- HTTPS://WWW.CCUTX.ORG/INVEST/AUSTIN-TEXAS-WEALTH-MANAGEMENT-SERVICES.HTML
- https://twitter.com/PatTaylorBPG
- https://www.facebook.com/bubelawealth/
- https://twitter.com/kwagner1981
- https://twitter.com/kwagner1981
- https://www.facebook.com/218362921538381
- https://twitter.com/ReaganW17640121
- https://twitter.com/WagnerReagan
- https://www.facebook.com/538380939843871
- https://linkedin.com/in/txagent4u
- https://www.linkedin.com/in/reaganwagner
- https://www.linkedin.com/in/reaganwagner
- https://www.linkedin.com/in/tnfa-romano
- https://www.linkedin.com/groups/8403435
- https://twitter.com/SteveRomano_INC
- https://twitter.com/Tomjmeyer
- https://www.facebook.com/cliebum
- https://www.linkedin.com/in/kent1986
- https://www.linkedin.com/in/patrick-taylorbpg
- HTTPS://CONCHOIA.COM/
- https://www.linkedin.com/in/coby-huerta-7b641618a
- https://www.linkedin.com/in/zac-jones-aif%C2%AE-83979a7/
- https://www.linkedin.com/in/erika-marin-aif-9269346
- https://www.linkedin.com/in/tommeyerbpg
- https://twitter.com/kwagner1981
- https://www.linkedin.com/in/ryan-j-bubela-ba05168
- HTTP://WWW.BUBELAWEALTH.COM/
- https://ms-my.facebook.com/watch/HMorenoCFA/
- HTTPS://WWW.TNFA.NET/
- http://www.linkedin.com/company/1584827
- https://www.linkedin.com/in/patrick-taylorbpg
Official SEC filing: View on IAPD