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- Custodian
- Capital Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-27-2011
- Office Locations
- 1
Office Locations
About Financial Concepts
Financial Concepts is a Columbus, MS-based financial planning firm with 35+ years serving individuals and families, including business owners and entrepreneurs, with retirement-focused advice tied to real-life goals. The team delivers financial planning, portfolio construction and ongoing asset management, plus estate planning and insurance guidance. Investment implementation emphasizes public funds and ETFs (often mutual funds/annuity solutions) and the firm runs on Orion.
Reported data analysis
What the numbers show
Between May 2, 2025 and June 8, 2026, reported AUM increased 22.3%, from $890.0M to $1.1B.
Across 5 reported observations, AUM increased 37.0% between May 12, 2022 and June 8, 2026, from $794.3M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 2,537 clients, or 845.7 clients per representative. That equates to $429.0K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SCOTT TODD FERGUSON
Financial Advisor, Investment Strategist, Retirement Income Planner
- CRD
- #5128168
- Ownership
- 75% or more
Felice Rosanne Olmos
Chief Compliance Officer
- CRD
- #7754264
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Sawyer Rias Brown
Associate Advisor
- CRD
- #7786131
Kristen Nicole Kunz
Associate Advisor
- CRD
- #7641872
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,088,251,596 | $207,880 |
| Non-Discretionary | $0 | -- |
| Total | $1,088,251,596 | $207,880 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Concepts has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.