Strategic Financial Concepts, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 24, 2026, reports $928M in regulatory assets under management, 41 employees, 22 offices, and 3,824 accounts.
Assets Under Management
$928M
Employees
41
Offices
23 offices
Total Clients
3,824
Primary office
SAN ANTONIO, TX
901 NE LOOP 410, SUITE 100, SAN ANTONIO, TX, United States
Top client segmentIndividuals represent 91.7% of total clients.
Top client categories% of clientsClients
1
Individuals
91.7%
3,508
2
HNWI
5.0%
190
3
Corporations
1.0%
37
4
401KS
0.9%
36
5
Pension Plans
0.6%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$928Mas of May 26, 2026
Discretionary100.0%
$928M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$928M
Total Accounts3,824
10Y AUM Change+$772M (+496.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee93:1
10Y Employee Change-5 (-10.9%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.