AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

Joel Richard Swinehart

STRATEGIC FINANCIAL CONCEPTS, LLC·SAN ANTONIO, Texas
Clean recordSTRATEGIC FINANCIAL CONCEPTS, LLC
6800 PARK TEN BLVD., SAN ANTONIO, TX 78213CRD# 856012Firm CRD# 141849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Richard Swinehart · SAN ANTONIO, TX
Registration
CRD #856012 · STRATEGIC FINANCIAL CONCEPTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joel Richard Swinehart is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with STRATEGIC FINANCIAL CONCEPTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Joel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joel is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
STRATEGIC FINANCIAL CONCEPTS, LLC
STRATEGIC FINANCIAL CONCEPTS, LLC
AUM
$988M
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at STRATEGIC FINANCIAL CONCEPTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEES
Regulatory
SEC/IARD CRD# 856012
Firm CRD# 141849
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

Browse SAN ANTONIO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joel Richard Swinehart offer?
Joel Richard Swinehart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Joel Richard Swinehart's credentials?
Joel Richard Swinehart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Richard Swinehart located?
Joel Richard Swinehart is based in SAN ANTONIO, Texas, working with STRATEGIC FINANCIAL CONCEPTS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Joel Richard Swinehart charge for services?
Joel Richard Swinehart's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC FINANCIAL CONCEPTS, LLC?
STRATEGIC FINANCIAL CONCEPTS, LLC has approximately 35 employees and manages $988M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STRATEGIC FINANCIAL CONCEPTS, LLC

Leslie Kristen Wagner
SAN ANTONIO, TX
Reagan Lee Wagner
SAN ANTONIO, TX

More Advisors in SAN ANTONIO, Texas

Bernard Parke Williams
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX
Charles Brooks Englehardt
USAA ASSET MANAGEMENT COMPANY·SAN ANTONIO, TX
Daniel Sean Mcnamara
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX
Terri Lynn Luensmann
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX
Jeffrey Daryl Hill
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX
Charles Kevin Craft
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile