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STRATEGIC FINANCIAL CONCEPTS, LLC

SEC Form ADV profile.

Total regulatory AUM
$927,710,771
Discretionary
$927,710,771
Non-discretionary
$0

Firm details

CRD number
141849
SEC file number
801-67243
Main office
SAN ANTONIO, TX, United States
Employees
41
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.