Strategic Financial Concepts, LLC
● SEC registered since 2006CRD 141849SEC# 801-67243San Antonio, TX
Reg. AUM
$927.7M
Employees
41
Accounts
3,824
Location
San Antonio, TX
Strategic Financial Concepts, LLC assets under management
Strategic Financial Concepts, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2006. It reports $927.7 million in regulatory assets under management and employs 41 people.
Strategic Financial Concepts, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leslie Kristen Wagner Control | Owner And Chief Operating Officer | 10-25% | 2014 |
| Reagan Lee Wagner Control | Managing Member And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Strategic Financial Concepts, LLC manage?
Strategic Financial Concepts, LLC reports $927.7 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Financial Concepts, LLC have?
Strategic Financial Concepts, LLC reports 41 employees.
Where is Strategic Financial Concepts, LLC located?
Strategic Financial Concepts, LLC is based in San Antonio, TX and has been SEC-registered since 2006.
Does Strategic Financial Concepts, LLC disclose fund performance?
Strategic Financial Concepts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 901 NE Loop 410, Suite 100, San Antonio, TX 78209 |
| Phone | 210-737-7800 |
| Fax | 210-737-7801 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$927.7M▼ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$927.7Mregulatory AUM
Discretionary $927.7M