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STRATEGIC FINANCIAL CONCEPTS, LLC

SAN ANTONIO, TX · CRD 141849 · IAPD ↗ · 210-737-7800

$927.7MRegulatory AUM
41Advisory reps
41Employees
75Clients
251-500Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — STRATEGIC FINANCIAL CONCEPTS, LLC added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2026 — STRATEGIC FINANCIAL CONCEPTS, LLC added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2026 — STRATEGIC FINANCIAL CONCEPTS, LLC notice-filed in AZ, MO, MS, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2025 — STRATEGIC FINANCIAL CONCEPTS, LLC changed its website from benefitplanninggroup.net to solinskygroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — STRATEGIC FINANCIAL CONCEPTS, LLC added office(s): 25 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2025 — STRATEGIC FINANCIAL CONCEPTS, LLC grew from 35 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — STRATEGIC FINANCIAL CONCEPTS, LLC crossed $1B in regulatory AUM ($987.6M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
March 2025 — STRATEGIC FINANCIAL CONCEPTS, LLC changed its website from solinskygroup.com to benefitplanninggroup.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
March 2025 — STRATEGIC FINANCIAL CONCEPTS, LLC notice-filed in GA, HI, IL, IN, KS, KY, MA, MD, MI, NC, NE, NJ, NV, OH, OR, PA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2024 — STRATEGIC FINANCIAL CONCEPTS, LLC added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — STRATEGIC FINANCIAL CONCEPTS, LLC notice-filed in CO, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.