Investment adviser · CRD 141849
STRATEGIC FINANCIAL CONCEPTS, LLC
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Jun 9, 2026
- Regulatory AUM
- $928M Form ADV · Item 5.F
- Client accounts
- 3,824 Accounts, not individual clients
- Employees
- 41 Reported in this filing
- Advisory professionals
- 41 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,508 | $509,590,903 | 54.9% |
| High-net-worth individuals | 190 | $246,242,782 | 26.5% |
| Corporations & businesses | 37 | $62,103,508 | 6.7% |
| Other clients | 36 | $61,924,868 | 6.7% |
| Retirement plans | 23 | $24,925,811 | 2.7% |
| Charities | 20 | $15,062,771 | 1.6% |
| Insurance companies | 10 | $7,860,128 | 0.8% |
Filing source
Form ADV 2112153 · Jun 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
901 NE LOOP 410, SUITE 100SAN ANTONIO, TX, 78209, United States
CRD 141849
Filing source
Form ADV 2112153 · Jun 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.