STRATEGIC FINANCIAL CONCEPTS, LLC
CRD #141849 SEC #801-67243 SAN ANTONIO, TX 210-737-7800
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
41
Clients
251
Accounts
3,290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1B | $1B | $0 | 41 | 75 |
| Mar 2025 | $1B | $1B | $0 | 41 | 75 |
| Feb 2025 | $987.6M | $987.6M | $0 | 35 | 65 |
| Nov 2024 | $987.6M | $987.6M | $0 | 35 | 65 |
| Oct 2024 | $987.6M | $987.6M | $0 | 35 | 65 |
| Aug 2024 | $987.6M | $987.6M | $0 | 35 | 65 |
| Mar 2024 | $987.6M | $987.6M | $0 | 35 | 65 |
| Nov 2023 | $811M | $811M | $0 | 35 | 65 |
| Oct 2023 | $811M | $811M | $0 | 35 | 65 |
| Sep 2023 | $811M | $811M | $0 | 35 | 65 |
| Apr 2023 | $811M | $811M | $0 | 35 | 65 |
| Mar 2023 | $811M | $811M | $0 | 35 | 65 |
| Nov 2022 | $855.1M | $855.1M | $0 | 39 | 50 |
| Oct 2022 | $855.1M | $855.1M | $0 | 39 | 50 |
| Aug 2022 | $855.1M | $855.1M | $0 | 39 | 50 |
| Jul 2022 | $855.1M | $855.1M | $0 | 39 | 50 |
| Jun 2022 | $855.1M | $855.1M | $0 | 39 | 50 |
| Jun 2022 | $855.1M | $855.1M | $0 | 39 | 50 |
| Jun 2022 | $855.1M | $855.1M | $0 | 39 | 50 |
| Mar 2022 | $855.1M | $855.1M | $0 | 39 | 50 |
| Nov 2021 | $678.7M | $678.7M | $0 | 39 | 40 |
| Sep 2021 | $678.7M | $678.7M | $0 | 39 | 40 |
| Jun 2021 | $678.7M | $678.7M | $0 | 39 | 40 |
| Mar 2021 | $678.7M | $678.7M | $0 | 39 | 40 |
| Feb 2021 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Jan 2021 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Dec 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Nov 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Oct 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Sep 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Jun 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Jun 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| May 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Apr 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Mar 2020 | $541.4M | $523.7M | $17.6M | 54 | 40 |
| Feb 2020 | $343.1M | $343.1M | $0 | 46 | 15 |
| Jan 2020 | $343.1M | $343.1M | $0 | 46 | 15 |
| Jan 2020 | $343.1M | $343.1M | $0 | 46 | 15 |
| Dec 2019 | $343.1M | $343.1M | $0 | 46 | 15 |
| Dec 2019 | $343.1M | $343.1M | $0 | 46 | 15 |
| Dec 2019 | $343.1M | $343.1M | $0 | 46 | 15 |
| Nov 2019 | $343.1M | $343.1M | $0 | 46 | 15 |
| Sep 2019 | $343.1M | $343.1M | $0 | 46 | 15 |
| Jul 2019 | $343.1M | $343.1M | $0 | 46 | 15 |
| May 2019 | $343.1M | $343.1M | $0 | 46 | 15 |
| Mar 2019 | $343.1M | $343.1M | $0 | 46 | 15 |
| Aug 2018 | $177M | $177M | $0 | 29 | 0 |
| Jul 2018 | $177M | $177M | $0 | 29 | 0 |
| Jul 2018 | $177M | $177M | $0 | 29 | 0 |
| Mar 2018 | $177M | $177M | $0 | 29 | 0 |
| Mar 2018 | $177M | $177M | $0 | 29 | 0 |
| Sep 2017 | $155.6M | $155.6M | $0 | 46 | 1,100 |
| Aug 2017 | $155.6M | $155.6M | $0 | 46 | 1,100 |
| Apr 2017 | $155.6M | $155.6M | $0 | 46 | 1,100 |
| Mar 2017 | $155.6M | $155.6M | $0 | 46 | 1,100 |
| Aug 2016 | $117.3M | $117.3M | $0 | 37 | 700 |
| Jun 2016 | $117.3M | $117.3M | $0 | 37 | 700 |
| Mar 2016 | $117.3M | $117.3M | $0 | 37 | 700 |
| Nov 2015 | $137.4M | $137.4M | $0 | 37 | 700 |
| Sep 2015 | $137.4M | $137.4M | $0 | 37 | 700 |
| May 2015 | $137.4M | $137.4M | $0 | 37 | 700 |
| May 2015 | $137.4M | $137.4M | $0 | 37 | 700 |
| Mar 2015 | $137.4M | $137.4M | $0 | 37 | 700 |
| Sep 2014 | $122M | $122M | $0 | 24 | 700 |
| Aug 2014 | $122M | $122M | $0 | 24 | 700 |
| May 2014 | $122M | $122M | $0 | 24 | 700 |
| Feb 2014 | $122M | $122M | $0 | 25 | 700 |
| Jan 2014 | $123.4M | $123.4M | $0 | 23 | 500 |
| Nov 2013 | $123.4M | $123.4M | $0 | 23 | 500 |
| May 2013 | $123.4M | $123.4M | $0 | 23 | 500 |
| Apr 2013 | $123.4M | $123.4M | $0 | 23 | 500 |
| Mar 2013 | $123.4M | $123.4M | $0 | 23 | 500 |
| Dec 2012 | $90.9M | $90.9M | $0 | 23 | 500 |
| May 2012 | $90.9M | $90.9M | $0 | 11 | 500 |
| Apr 2012 | $90.9M | $90.9M | $0 | 11 | 500 |
| Feb 2012 | $90.9M | $90.9M | $0 | 11 | 500 |
| Dec 2011 | $65.5M | $65.5M | $0 | 11 | 101 |
| Jul 2011 | $65.5M | $65.5M | $0 | -- | -- |
| Jun 2011 | $65.5M | $65.5M | $0 | -- | -- |
| May 2011 | $65.5M | $65.5M | $0 | -- | -- |
| May 2011 | $65.5M | $65.5M | $0 | -- | -- |
| May 2011 | $65.5M | $65.5M | $0 | -- | -- |
| Apr 2011 | $65.5M | $65.5M | $0 | -- | -- |
| Apr 2011 | $65.5M | $65.5M | $0 | -- | -- |
| Mar 2011 | $65.5M | $65.5M | $0 | -- | -- |
| Apr 2010 | $35M | $35M | $0 | -- | -- |
| Jan 2008 | $39M | $39M | $0 | 10 | -- |
| Nov 2007 | $25.2M | $25.2M | $0 | 10 | -- |
| Nov 2007 | $25.2M | $25.2M | $0 | 10 | -- |
| Sep 2007 | $25.2M | $25.2M | $0 | 10 | -- |
| May 2007 | $25.2M | $25.2M | $0 | 10 | -- |
| May 2007 | $25.2M | $25.2M | $0 | 10 | -- |
| May 2007 | $25.2M | $25.2M | $0 | 10 | -- |
| Apr 2007 | $0 | $0 | $0 | 10 | -- |
| Mar 2007 | $0 | $0 | $0 | 10 | -- |
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees41
Clients75
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees41
Clients75
DateFeb 2025
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees35
Clients65
DateNov 2024
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees35
Clients65
DateOct 2024
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees35
Clients65
DateAug 2024
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees35
Clients65
DateMar 2024
Total AUM$987.6M
Discretionary$987.6M
Non-Disc.$0
Employees35
Clients65
DateNov 2023
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees35
Clients65
DateOct 2023
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees35
Clients65
DateSep 2023
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees35
Clients65
DateApr 2023
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees35
Clients65
DateMar 2023
Total AUM$811M
Discretionary$811M
Non-Disc.$0
Employees35
Clients65
DateNov 2022
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees39
Clients50
DateOct 2022
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees39
Clients50
DateAug 2022
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees39
Clients50
DateJul 2022
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees39
Clients50
DateJun 2022
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees39
Clients50
DateJun 2022
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees39
Clients50
DateJun 2022
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees39
Clients50
DateMar 2022
Total AUM$855.1M
Discretionary$855.1M
Non-Disc.$0
Employees39
Clients50
DateNov 2021
Total AUM$678.7M
Discretionary$678.7M
Non-Disc.$0
Employees39
Clients40
DateSep 2021
Total AUM$678.7M
Discretionary$678.7M
Non-Disc.$0
Employees39
Clients40
DateJun 2021
Total AUM$678.7M
Discretionary$678.7M
Non-Disc.$0
Employees39
Clients40
DateMar 2021
Total AUM$678.7M
Discretionary$678.7M
Non-Disc.$0
Employees39
Clients40
DateFeb 2021
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateJan 2021
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateDec 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateNov 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateOct 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateSep 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateJun 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateJun 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateMay 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateApr 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateMar 2020
Total AUM$541.4M
Discretionary$523.7M
Non-Disc.$17.6M
Employees54
Clients40
DateFeb 2020
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateJan 2020
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateJan 2020
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateDec 2019
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateDec 2019
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateDec 2019
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateNov 2019
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateSep 2019
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateJul 2019
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateMay 2019
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateMar 2019
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees46
Clients15
DateAug 2018
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees29
Clients0
DateJul 2018
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees29
Clients0
DateJul 2018
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees29
Clients0
DateMar 2018
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees29
Clients0
DateMar 2018
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees29
Clients0
DateSep 2017
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees46
Clients1,100
DateAug 2017
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees46
Clients1,100
DateApr 2017
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees46
Clients1,100
DateMar 2017
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees46
Clients1,100
DateAug 2016
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees37
Clients700
DateJun 2016
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees37
Clients700
DateMar 2016
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees37
Clients700
DateNov 2015
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees37
Clients700
DateSep 2015
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees37
Clients700
DateMay 2015
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees37
Clients700
DateMay 2015
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees37
Clients700
DateMar 2015
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees37
Clients700
DateSep 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees24
Clients700
DateAug 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees24
Clients700
DateMay 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees24
Clients700
DateFeb 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees25
Clients700
DateJan 2014
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees23
Clients500
DateNov 2013
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees23
Clients500
DateMay 2013
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees23
Clients500
DateApr 2013
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees23
Clients500
DateMar 2013
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees23
Clients500
DateDec 2012
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees23
Clients500
DateMay 2012
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees11
Clients500
DateApr 2012
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees11
Clients500
DateFeb 2012
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees11
Clients500
DateDec 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees11
Clients101
DateJul 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--