Strategic Financial Concepts, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 141849
· SEC file 801-67243
· San Antonio, TX
· ms-my.facebook.com
☆ Save with Pro
ADV data as of Jun 09, 2026
- Regulatory AUM
- $928M
- Discretionary
- $928M
- Clients
- 3,824
- Avg AUM / client
- $243K
- Accounts
- 3,824
- Employees
- 41
AUM over time
$65.5M
$1.0B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,508 | $510M | 54.9% |
| High net worth individuals | 190 | $246M | 26.5% |
| Pension and profit sharing plans | 23 | $24.9M | 2.69% |
| Charitable organizations | 20 | $15.1M | 1.62% |
| Insurance companies | 10 | $7.9M | 0.85% |
| Corporations and other businesses | 37 | $62.1M | 6.69% |
| Other | 36 | $61.9M | 6.68% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Planned Parenthood Association Of Utah EIN 870288909 | Salt Lake Cty, UT | 06/30/2024 |
People (40)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Reagan Lee Wagner | Managing Member And Chief Compliance Officer | Apr 2007 (19y) | 75% or more | |
| Leslie Kristen Wagner | Owner And Chief Operating Officer | Aug 2008 (18y) | 5% – 10% | |
| Cort Allen Laurence | Registered representative | Apr 2008 (18y) | ||
| Adam Dennis Straseske | Registered representative | Nov 2008 (18y) | ||
| Ryan James Bubela | Registered representative | Jan 2009 (18y) | ||
| Jeffery Lyle Solinsky | Registered representative | Aug 2009 (17y) | ||
| Dean Lovell Boebinger | Registered representative | CFP | Mar 2010 (16y) | |
| Wayne Norman Schwartz | Registered representative | Jun 2011 (15y) | ||
| Patrick David Taylor | Registered representative | May 2012 (14y) | ||
| Thomas J. Meyer | Registered representative | May 2012 (14y) | ||
| Kirk Alan Walker | Registered representative | Jun 2014 (12y) | ||
| Larry Gene Holder | Registered representative | Oct 2014 (12y) | ||
| Brian Zachary Jones | Registered representative | Dec 2015 (11y) | ||
| Sandra Dee Hegeman | Registered representative | Mar 2016 (10y) | ||
| Steven Romano | Registered representative | Aug 2016 (10y) | ||
| Humberto Edmundo Moreno | Registered representative | CFA | Feb 2017 (9y) | |
| Edward Charles Yale | Registered representative | CFA | May 2017 (9y) | |
| Robert Paul Bruns | Registered representative | Mar 2018 (8y) | ||
| Michael Robert Harvey | Registered representative | Oct 2018 (8y) | ||
| Derek Jefferson Moffatt | Registered representative | CFP | Feb 2019 (7y) | |
| Philip Eugene Wetzel, Jr. | Registered representative | Feb 2019 (7y) | ||
| Richard Gordon Tarbell | Registered representative | Mar 2019 (7y) | ||
| George Gomez | Registered representative | Sep 2019 (7y) | ||
| John Barton Stevens | Registered representative | Dec 2019 (7y) | ||
| David Livingston Mayfield | Registered representative | Feb 2020 (6y) | ||
| Kent Thomas Boatwright | Registered representative | Apr 2021 (5y) | ||
| Chris Edward Liebum | Registered representative | Jan 2023 (4y) | ||
| Delaney Grace Mc Coy | Registered representative | Sep 2023 (3y) | ||
| Erika Hernandez Marin | Registered representative | Oct 2023 (3y) | ||
| Brett Thomas Henry | Registered representative | Dec 2023 (3y) | ||
| Coby Ross Huerta | Registered representative | Apr 2024 (2y) | ||
| Alexander Littlepage | Registered representative | May 2024 (2y) | ||
| Tony Merrill Ashton | Registered representative | Jan 2025 (2y) | ||
| Eddie Joseph Hebert | Registered representative | Feb 2025 (1y) | ||
| Savannah Cheri Forster | Registered representative | Mar 2025 (1y) | ||
| Eden Elizabeth Solinsky | Registered representative | Jul 2025 (1y) | ||
| Richard Alan Edgett | Registered representative | May 2026 (0y) | ||
| Van Taylor | Registered representative | May 2026 (0y) | ||
| William Tait Herbig | Registered representative | Jun 2026 (0y) | ||
| Madison Natae Franklin | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Planned Parenthood Association Of Utah | Public charity | $24.0M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETAINER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- LPL Financial $498M (54% of AUM) Jun 2026
- Charles Schwab & Co. $451M (49% of AUM) Jun 2026
- Interactive Brokers $13.6M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗