William Tait Herbig
Investment Adviser Representative at Strategic Financial Concepts, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Tait Herbig is an investment adviser representative with Strategic Financial Concepts, LLC in Houston, TX, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Victory Financial. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCSep 2023 – Jan 2025New York, NY
- Rainbow Trail Lutheran CampMay 2023 – Aug 2023Hillside, CO
- Texas Tech UniversityMay 2021 – Aug 2023Lubbock, TX
- Gold OrchardsMay 2019 – Aug 2021Stonewall, TX
- UnemployedAug 2013 – May 2019Fredericksburg, TX
- Victory Financial GroupJan 2025 – no end date reportedHouston, TX
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Financial Concepts, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 40
- Offices listed on AdvisorFinder:
- 19
- Main office:
- San Antonio, TX
- SEC file number:
- 801-67243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 9, 2026
View full firm profileOther advisors at Strategic Financial Concepts, LLC
Showing 12 of 40 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Tait Herbig has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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