CONCEPTUM STRATEGIES

CONCEPTUM STRATEGIES of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 338635). Regulatory assets under management: $24K.

Registration

• CRD: 338635
• Type: Registered investment adviser
• Location: 7550 I-10, SAN ANTONIO, TX, 78229
• Phone: 210-901-9856
• Latest filing: 2026-04-02
• Regulatory AUM: $24K
• Discretionary AUM: $24K
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338635 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search