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- Custodian
- Charles Schwab & Company · Interactive Brokers · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2006
- Office Locations
- 27
Office Locations
About Strategic Financial Concepts, LLC
Strategic Financial Concepts (SFC) is a Texas-based RIA providing holistic wealth planning and investment guidance for families and business owners, integrating retirement, estate, business-transition, and insurance strategies into an evolving plan. As a fiduciary, it builds portfolios with a strong ETF orientation and offers custody flexibility through platforms such as Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
REAGAN LEE WAGNER
CEO, Managing Principal, President
- CRD
- #4339734
- Ownership
- 75% or more
LESLIE KRISTEN WAGNER
CHIEF OPERATING OFFICER, Owner
- CRD
- #4783984
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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TONY MERRILL ASHTON
--
- CRD
- #3139425
KENT THOMAS BOATWRIGHT
--
- CRD
- #6170311
Showing 2 of 41 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $927,710,771 | $242,602 |
| Non-Discretionary | $0 | -- |
| Total | $927,710,771 | $242,602 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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