CONCEPTUM STRATEGIES
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 338635
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Conceptum Strategies is a small, individually owned LLC that provides financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm charges clients through a mixture of asset-based fees, hourly billing, and fixed fees. It identifies as an active ESG investor and does not operate as a multi-state adviser or a capital allocator; it is organized outside the familiar intermediary classifications and appears to run a compact advisory practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities92%
- Exchange Traded Equities8%
Contacts
1 of 1DANTONIO FOWLER
Managing MemberCRD 6669090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 7550 I-10
- Time zone
- CT (UTC-6)
- Office locations
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