# STRATEGIC FINANCIAL CONCEPTS, LLC

STRATEGIC FINANCIAL CONCEPTS, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 141849
- Type: SEC-registered investment adviser
- SEC file number: 801-67243
- Location: 901 NE LOOP 410, SUITE 100, SAN ANTONIO, TX, 78209
- Phone: 210-737-7800
- Latest filing: 2026-06-09
- Regulatory AUM: $927.7M
- Discretionary AUM: $927.7M
- Clients: 41
- Accounts: 3,824

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Reagan Lee Wagner | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Leslie Kristen Wagner | OWNER AND CHIEF OPERATING OFFICER | — |
| WAGNER KENNETH LEE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MCNORTON RUSSELL THOMAS | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| FRIEND ROSS DAVID | CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PARENT DAVID ANTHONY | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND MEMBER | — |
| SHOTTS JOHN DIXON | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND MEMBER | — |
| SWINEHART JOEL RICHARD | MEMBER | — |
| SHARP MICHAEL RAY | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| WAGNER LESLIE KRISTEN | OWNER AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141849/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141849/similar
- Related entities: https://search.stillhousedata.com/firm/141849/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141849

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.