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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Financial Concepts LLC
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| CRD # | 141849 |
| SEC # | 801-67243 |
| CIK # | 0001870686 |
| AUM | $1.0 B (2025-04-24) |
| Employees | 41 (100% Investors, 49% Brokers) |
| Phone | 210-737-7800 |
| Address | 901 NE Loop 410 San Antonio, TX 78209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001870686 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 15.4 | ||
| Apple Inc | 8.0 | ||
| Tesla Motors Inc | 6.7 | ||
| Amazon Com Inc | 6.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,689 | 407.4 |
| (b) Individuals (high net worth individuals) | 497 | 464.4 |
| (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 | 18 | 28.3 |
| (h) Charitable organizations | 11 | 10.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 12 | 16.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 28.7 |
| (n) Other | 31 | 50.7 |
| Total | 3,290 | 1,006.0 |
| By Discretionary | ||
| Discretionary | 3,290 | 1,006.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,290 | 1,006.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,006.0 | |
| Total | 3,290 | 1,006.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001870686] |
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NJ | 1.0 |
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Activest Wealth Management LLC
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FL | 1.0 |
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CA | 1.0 |
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KWB Wealth
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CA | 1.0 |
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Portland Global Advisors LLC
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ME | 1.0 |
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Campbell Wealth Management Inc
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VA | 1.0 |
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RI | 1.0 |
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Onyx Bridge Wealth Group LLC
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NY | 1.0 |
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Tennessee Valley Asset Management Partners LLC
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TN | 1.0 |
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Reagan Companies Asset Management Inc
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NY | 1.0 |