Strategic Financial Concepts, LLC
Strategic Financial Concepts, LLC is a San Antonio, Texas-based SEC-registered investment adviser founded in Texas. With approximately 41 employees, the firm provides comprehensive wealth management and retirement planning strategies, working with individuals, high net worth individuals, charitable organizations, pension plans, and corporations. SFC operates as a fiduciary, focusing on serving clients with transparency and a personalized approach, and has been active for over two decades.
Investment Strategy
Strategic Financial Concepts, LLC offers comprehensive investment management services primarily on a discretionary basis. The firm emphasizes personalized, tailored strategies designed to meet each client's unique financial goals, including wealth management, retirement planning, and long-term financial advocacy. SFC simplifies complex investment options, acts with a fiduciary standard, and does not take commissions, aiming to establish long-term, trust-based client relationships. Their investment process spans asset allocation to ongoing portfolio monitoring, focusing on client needs and financial life transitions.
Top Holdings
Equity Positions (275)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 11.41% | $81.1M | 851,088 | $95.23 | $95.32 | +$80.4M |
S SPTI | SPDR SERIES TRUST | 8.05% | $57.2M | 1,988,240 | $28.77 | $28.77 | +$57.2M |
S SPYV | SPDR SERIES TRUST | 7.29% | $51.8M | 989,774 | $52.26 | $52.34 | +$50.6M |
S SPMB | SPDR SERIES TRUST | 5.79% | $41.2M | 1,862,493 | $22.10 | $22.10 | +$41.2M |
S SPIB | SPDR SERIES TRUST | 4.22% | $30.0M | 894,368 | $33.58 | $33.58 | +$30.0M |