Conceptum Strategies
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 338635
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Conceptum Strategies is a Texas-based independent RIA organized as an LLC that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and conducts educational seminars and workshops. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Conceptum identifies as an active ESG investor and is owned by an individual advisor; it does not operate as a capital allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities92%
- Exchange Traded Equities8%
Contacts
1 of 1Dantonio Fowler
Managing MemberCRD 6669090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 7550 I 10
- Time zone
- CT (UTC-6)
- Office locations
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