Ryan James Bubela

Financial advisor at Strategic Financial Concepts, LLC · Austin, TX

Last updated 2026-10-10

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Ryan James Bubela is a financial advisor at Strategic Financial Concepts, LLC in Austin, TX, CRD 4862533. Licenses and exams on the registration: Series 66. IAPD registration began 2005-01-04.

Registration

CRD number
4862533
Registration status
Active
IAPD registration
2005-01-04
Industry Experience
21 years
Work Experience
17 years
States registered
TX

Licenses and exams

  • Series 66

Work history

  • 2009-01 to Present · Strategic Financial Concepts, LLC · Austin, TX
  • 2009-09 to Present · Lpl Financial LLC · Austin, TX

Current employment

SEC IAPD record for Ryan James Bubela

Strategic Financial Concepts, LLC

Regulatory AUM
$927,710,771
Registered advisors
40
Offices
30
Clients per advisor
95.6 (Moderate)
Average AUM per client
$242.6K (Low)
High-net-worth client ratio
5.0% (Low)

Strategic Financial Concepts, LLC: advisors, services and reported ETF investments

About

Ryan James Bubela is a financial advisor at Strategic Financial Concepts, LLC in Austin, TX. Reported securities licenses include Series 66. The latest record indicates 21 years of industry experience and 17 years of reported work history. Reported roles include Lpl Financial LLC.

SEC disclosures list additional business and community activities: 1: 10/01/2009; ryan j; Bubela; non-variable insurance dba; not investment related; ; start date ; hrs/mth; hrs during trading 2.

Strategic Financial Concepts, LLC's firm-level Form ADV reports 40 advisors across 30 offices; approximately 95.6 clients per advisor, average assets per client of $242,602, and regulatory AUM of $927.7M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $255.8M across 157 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan James Bubela personally.

Reported ETF positions

Strategic Financial Concepts reports 157 ETF positions worth $255.8M on Form 13F; the largest are listed.

Largest ETF positions reported by Strategic Financial Concepts
FundReported value
VIG — Vanguard Div Appreciation ETF$16.4M
FLTR — VanEck IG Floating Rate ETF$13.5M
TBUX — T. Rowe Price Ultra Short-Term Bond ETF$11.8M
VTI — Vanguard Morningstar Total Stock Market ETF$11.7M
JGRO — JPMorgan Active Growth ETF$11.3M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Strategic Financial Concepts, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency

Location

11920 Alterra Parkway, Austin, TX 78758

2 advisors at this office.

Strategic Financial Concepts office in Austin, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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