Strategic Financial Concepts, LLC
San Antonio, TX·SEC-registered · CRD #141849
Strategic Financial Concepts, LLC is an SEC-registered investment advisory firm in San Antonio, TX managing $928M across 3.8k client accounts, with 41 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$928M
Client accounts
3.8k
Advisory staff
41
Fee model
Fee-based
How Strategic Financial Concepts, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Strategic Financial Concepts, LLC
How much does Strategic Financial Concepts, LLC manage?
Per its most recent SEC Form ADV filing (06/09/2026), Strategic Financial Concepts, LLC reports $928M in regulatory assets under management across roughly 3.8k client accounts.
How does Strategic Financial Concepts, LLC charge?
Strategic Financial Concepts, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Strategic Financial Concepts, LLC a fiduciary?
Yes. Strategic Financial Concepts, LLC is registered with the U.S. Securities and Exchange Commission (CRD #141849), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Strategic Financial Concepts, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Strategic Financial Concepts, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Strategic Financial Concepts, LLC's public SEC Form ADV filing (CRD #141849, filed 06/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Strategic Financial Concepts, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Strategic Financial Concepts, LLC? Claim this profile.