Strategic Financial Concepts, LLC

Strategic Financial Concepts, LLC, based in San Antonio, TX, is a registered investment adviser specializing in personalized investment advisory services for various entities since 2006. The firm offers financial planning and consulting services covering areas such as retirement planning, tax planning, and wealth planning. For investment management services, SFC actively manages client assets based on individual needs, objectives, and risk tolerance, utilizing mutual funds, individual securities, and other investment options. Clients have the option to choose among model portfolios or third-party money managers recommended by SFC. SFC provides investment management services on a continuous discretionary basis, with assets under management totaling $1,006,017,397 as of December 31, 2024. The firm may recommend third-party money managers registered with the SEC or state authorities. SFC offers various LPL Financial-sponsored advisory programs, each with negotiable account fees. Clients have the freedom to select their preferred broker-dealer, with SFC recommending firms like LPL and Charles Schwab. The firm emphasizes best execution practices and may aggregate orders for multiple client accounts to achieve optimal execution. SFC does not vote proxies on behalf of clients and does not provide advice on corporate actions or proxy voting rights. Clients are encouraged to review custodial statements and exercise their voting rights independently. SFC has no financial commitments impairing its ability to meet obligations and has not been involved in any bankruptcy proceedings.