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| Strategic Financial Concepts LLC
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|---|---|
| CRD # | 141849 |
| SEC # | 801-67243 |
| CIK # | 0001870686 |
| AUM | 927.7 M (2026-06-09) |
| Employees | 41 (100% Investors, 49% Brokers) |
| Phone | 210-737-7800 |
| Address | 901 NE Loop 410 San Antonio, TX 78209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.1 | ||
| Tesla Motors Inc | 7.2 | ||
| Amazon Com Inc | 4.5 | ||
| Nvidia Corp | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,508 | 509.6 |
| (b) Individuals (high net worth individuals) | 190 | 246.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 24.9 |
| (h) Charitable organizations | 20 | 15.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 10 | 7.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 62.1 |
| (n) Other | 36 | 61.9 |
| Total | 3,824 | 927.7 |
| By Discretionary | ||
| Discretionary | 3,824 | 927.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,824 | 927.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 927.7 | |
| Total | 3,824 | 927.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001870686] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 75 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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