SourcingSourcing

STRATEGIC FINANCIAL CONCEPTS, LLC

C31
CRD 141849·SEC 801-67243·SAN ANTONIO, TX
AUM
$927.7M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC FINANCIAL CONCEPTS, LLC
CRD
141849
SEC file #
801-67243
EIN
208531139
DBA names
—

Economics

AUM
$927.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$343.1M → $927.7M▲ +170%
Client mix
Individuals Other3,508
Individuals High Net Worth190
Corporations37
Other36
Pension Profit Sharing Plans23

Operations

Employees (total)
41
Advisory staff (per ADV)
41
Advisory staff (5-yr trend)
'20'26
41 advisors → 41 advisors▬ 0%
Primary office
SAN ANTONIO TX
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
facebook.com/538380939843871(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WAGNER, REAGAN, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WAGNER, REAGAN, LEE
WAGNER, LESLIE, KRISTEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:strategicconcepts.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001870686
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-09-07
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001754960-26-000380

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
22
Bc Firm Active IA Count
39
Bc Firm IAR Count
39
Custodian Candidates
Full
Lpl Financial16
Charles Schwab6
E*trade4
Interactive Brokers2
Edgar Addresses
Mailing
6800 PARK TEN BLVD., SUITE 130-ESAN ANTONIO, TX 78213
Business
6800 PARK TEN BLVD., SUITE 130-ESAN ANTONIO, TX 78213
Edgar EIN
208531139
Edgar Recent Filings
13F-HR2026-05-13 · 0001754960-26-000380
13F-HR2026-02-09 · 0001754960-26-000163
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4339734
Trust Company Affiliate
No

People (39)

39
WAGNER, REAGAN, LEE
IAR · Direct Owner · 87.5%
4339734
WAGNER, LESLIE, KRISTEN
IAR · Direct Owner · 17.5%
4783984
DAVID LIVINGSTON MAYFIELD
IAR
2538631
LARRY GENE HOLDER
IAR
248394
JEFFERY LYLE SOLINSKY
IAR
3042906
KIRK ALAN WALKER
IAR
5493727
RYAN JAMES BUBELA
IAR
4862533
EDEN ELIZABETH SOLINSKY
IAR
6695214
PATRICK DAVID TAYLOR
IAR
2716254
McCracken, Matthew, Brent
IAR
4408795
Edward Charles Yale
IAR
1648882
KENT THOMAS BOATWRIGHT
IAR
6170311
Brett Thomas Henry
IAR
7721143
TONY MERRILL ASHTON
IAR
3139425
ADAM DENNIS STRASESKE
IAR
3197102
STEVEN ROMANO
IAR
1903263
CORT ALLEN LAURENCE
IAR
4223951
MOFFATT, DEREK, JEFFERSON
IAR
4911240
WAYNE NORMAN SCHWARTZ
IAR
2580456
JOHN BARTON STEVENS
IAR
4845319
ERIKA HERNANDEZ MARIN
IAR
4566913
PHILIP EUGENE WETZEL, JR.
IAR
4141560
SANDRA DEE HEGEMAN
IAR
6561450
Delaney Grace McCoy
IAR
7692080
GEORGE GOMEZ
IAR
2156124
EDDIE JOSEPH HEBERT
IAR
1895013
HUMBERTO EDMUNDO MORENO
IAR
2145869
Coby Ross Huerta
IAR
6797036
ROBERT PAUL BRUNS
IAR
3068456
THOMAS J. MEYER
IAR
4143520
BRIAN ZACHARY JONES
IAR
6367352
Van Taylor
IAR
8093945
DEAN LOVELL BOEBINGER
IAR
1964905
MICHAEL ROBERT HARVEY
IAR
2942423
Alexander Littlepage
IAR
7113862
RICHARD GORDON TARBELL
IAR
1560733
SAVANNAH CHERI FORSTER
IAR
7111799
CHRIS EDWARD LIEBUM
IAR
4930393
Richard Alan Edgett
IAR
7668083