Overview
Assets Under Management: $1.0 billion
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 497
Average Client Assets: $934,479
Frequently Asked Questions
STRATEGIC FINANCIAL CONCEPTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141849), STRATEGIC FINANCIAL CONCEPTS, LLC is subject to fiduciary duty under federal law.
STRATEGIC FINANCIAL CONCEPTS, LLC is headquartered in SAN ANTONIO, TX.
STRATEGIC FINANCIAL CONCEPTS, LLC serves 497 high-net-worth clients according to their SEC filing dated April 24, 2025. View client details ↓
According to their SEC Form ADV, STRATEGIC FINANCIAL CONCEPTS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
STRATEGIC FINANCIAL CONCEPTS, LLC manages $1.0 billion in client assets according to their SEC filing dated April 24, 2025.
According to their SEC Form ADV, STRATEGIC FINANCIAL CONCEPTS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 497
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.17
Average High-Net-Worth Client Assets: $934,479
Total Client Accounts: 3,290
Discretionary Accounts: 3,290
Regulatory Filings
CRD Number: 141849
Filing ID: 1982819
Last Filing Date: 2025-04-24 13:57:00
Website: https://tnfa.net