STRATEGIC FINANCIAL CONCEPTS, LLC
SEC file number 801-67243
· SAN ANTONIO, TX
https://strategicconceptsllc.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$987.6M
Discretionary AUM
$987.6M
Employees
35
Clients
65
Firm
- Address
- 901 NE LOOP 410
SAN ANTONIO, TX 78209 - Phone
- —
- Website
- https://strategicconceptsllc.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- BASSWOOD STRATEGIC FINANCIAL FUND, L.P. Medium name-match confidence · CIK 1878244 · NY
- Stratus Financial LLC Medium name-match confidence · CIK 2041144 · CA
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Financial Edge Strategic Fund, L.P. · D/A · Mar 10, 2026
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2026
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Financial Edge Strategic Fund, L.P. · D/A · Mar 13, 2025
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Stratus Financial LLC · D · Feb 10, 2025$100M
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2025