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STRATEGIC FINANCIAL CONCEPTS, LLC
CRD 141849File 801-67243
APPROVED
Retail clients
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$927.7M
Above cohort median (national)
Discretionary AUM
$927.7M
Clients
3,788
3,824 accounts
Employees
41
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 24, 2006
- Principal office
- 901 NE LOOP 410, SUITE 100, SAN ANTONIO, TX, 78209
- Phone
- 210-737-7800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $927.7M
- Discretionary AUM
- $927.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,824
- Non-discretionary accounts
- 0
- Total accounts
- 3,824
- AUM per client
- $245K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $62.1M |
| Insurance companies | 10 | $7.9M |
| Charitable organizations | 20 | $15.1M |
| High net worth individuals | 190 | $246.2M |
| Pension and profit sharing plans | 23 | $24.9M |
| Individuals (other than high net worth individuals) | 3,508 | $509.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER FEES
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 3824 | 3788 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.