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).

By the Numbers
  • Total Assets Under Management
    988
    MILLION
  • Total Number of Accounts
    4,631
    ACCOUNTS
  • Average Account Value
    $213,249
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI

Financial Advisors at Strategic Financial Concepts, LLC
Showing 31 - 36 of 36 top financial advisors.
31
Edward C. Yale
CRD#: 1648882
36 West Beauregard Avenue, Suite 203, San Angelo, TX 76903

Edward Yale (CRD# 1648882) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Angelo, TX and has over 20 years of experience in the finance industry.

32
Kent T. Boatwright
CRD#: 6170311
3800 Washington Avenue, Houston, TX 77007

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.

33
Alec J. Capel
CRD#: 7544321
4203 Richmond Place, Texarkana, TX 75503

Alec Capel (CRD# 7544321) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Texarkana, TX and has 1 year of experience in the finance industry.

34
Brett T. Henry
CRD#: 7721143
808 24th Avenue Nw, Suite 202, Norman, OK 73069

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.

35
Delaney G. McCoy
CRD#: 7692080
808 24th Ave. Nw, Suite 202, Norman, OK 73069

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.

36
Scott E. Sanborn
CRD#: 7566381
Mercer, WI

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.

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