William Tait Herbig

Employer firm

Strategic Financial Concepts, LLC CRD 141849

$928M regulatory AUM 75 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2023 → 01/2025
  Equitable Advisors, Llc
  New York, NY
• 05/2023 → 08/2023
  Rainbow Trail Lutheran Camp
  Hillside, CO
• 05/2021 → 08/2023
  Texas Tech University
  Lubbock, TX
• 05/2019 → 08/2021
  Gold Orchards
  Stonewall, TX
• 08/2013 → 05/2019
  Unemployed
  Fredericksburg, TX
• 01/2025 → Present
  Victory Financial Group
  Houston, TX

Previous Registrations

• 2025-04-09 → 2026-04-15
  Victory Financial
  Austin, TX
  Houston, TX

Other Businesses

Financial Independence Group, Not Investment-Related, 19520 W Catawba Ave #200, Cornelius, NC 28031, Financial Consultant, 1/02/2025, Insurance Sales, 10 hours per month, 2 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-09