RIA Intel›Advisers›Texas›STRATEGIC FINANCIAL CONCEPTS, LLC

STRATEGIC FINANCIAL CONCEPTS, LLC

Advisory

N·SAN ANTONIO, TX

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$928M
1-Year AUM Growth
+21.8%
3-Year CAGR
+13.6%
Employees
41
Assets Under Management
Total AUM$928M
Discretionary AUM$928M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3,290
Team
Total Employees41
Investment Advisers41
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record106
First FilingOct 6, 2006
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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