Strategic Financial Concepts, LLC

RIASEC Registered

Total AUM

$928M

Discretionary

$928M

100% of AUM

Avg account

$243K

Accounts

3,824

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 141849
Registered since: October 24, 2006
Website: www.sfcria.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals54.93%
HNWI26.54%
Corporations / Businesses6.69%
Other6.68%
Pension & Profit Sharing Plans2.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Financial Concepts, LLC is an independent registered investment adviser operating as an LLC and registered with the SEC in 2006. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension-related consulting work, and educational seminars. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee and other structures. The firm does not identify as an active ESG investor.