STRATEGIC FINANCIAL CONCEPTS, LLC
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
FINTRXOverview
Strategic Financial Concepts, LLC is an independent, SEC-registered registered investment adviser established in 2006 and organized as a limited liability company. The firm serves both individual & family clients and institutional accounts and acts as a capital allocator and selector of third-party managers. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees and other structures. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities65%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2LESLIE WAGNER
COO and PartnerCRD 4783984
REAGAN WAGNER
CEO & PresidentCRD 4339734
Contacts
3 of 37Van Taylor
Finance InternCRD 8093945
Brett Henry
Registered RepresentativeCRD 7721143
EDDIE HEBERT
Registered RepresentativeCRD 1895013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 264Active vs passive
$397M in ETFs
68%
$269M
25%
$128M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $15.2M | 70,622 | 3.82% |
Location
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
- 901 NE Loop 410
- Time zone
- CT (UTC-6)
- Office locations
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