Strategic Financial Concepts, LLC
Strategic Financial Concepts, LLC (CRD# 141849) is a financial advisory firm headquartered in San Antonio, TX. They manage $987,555,105 in 4,631 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management988MILLION
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Total Number of Accounts4,631ACCOUNTS
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Average Account Value$213,249
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI
Kent Boatwright (CRD# 6170311) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Houston, TX and has over 3 years of experience in the finance industry.
Alec Capel (CRD# 7544321) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Texarkana, TX and has over 2 years of experience in the finance industry.
Brett Henry (CRD# 7721143) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Norman, OK and has 1 year of experience in the finance industry.
Delaney McCoy (CRD# 7692080) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Norman, OK and has 1 year of experience in the finance industry.
Scott Sanborn (CRD# 7566381) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Mercer, WI and has over 2 years of experience in the finance industry.