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Matthew Mc Cracken

Advisor at A Sling & A Stone, Incorporated

Updated today

Location

Burnet, TX 78611

Credentials

Series 63, Series 66

Industry experience

13 years

About

Matthew Mc Cracken is an advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at First State Bank of Burnet and Investment Centers of America, along with operating his own advisory businesses since 2005. He is also involved in life insurance sales alongside his advisory work. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Client services

Based on A Sling & A Stone, Incorporated

Portfolio management

Expertise

Based on A Sling & A Stone, Incorporated

Active portfolio management Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting

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Fee options

Percentage

$25,000 - $500,000: 1.00% (administration fee only) $500,001 - $1,000,000: 0.85% (administration fee only) $1,000,001 - $2,000,000: 0.70% (administration fee only) $2,000,001 - $3,500,000: 0.50% (administration fee only) $3,500,001 - $5,000,000: 0.35% (administration fee only) $5,000,000+: 0.20% (administration fee only)

Project-based

$125/hour, minimum of 5 hours

Performance-based

0.50% of account principal plus 2.0% performance fee on account growth (for accredited investors)

Other

Account minimum: $25,000

Location

123 E. Jackson, Suite 206

Burnet, TX 78611

Most active in

Texas

Work history

First State Bank of Burnet

2018 - 2019 (1 year)

Matthew McCracken

2017 - Present (9 years)

Investment Centers of America

2017 - 2017 (1 year)

Matthew B. McCracken

2005 - Present (21 years)

Lorentz Consulting LLC

2005 - 2022 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Randall S

Series 66

Marble Falls, TX

Dominion Portfolio Management, Inc.

Randall Smith is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Dominion Portfolio Management since 2011, previously working at Dominion Investor Services, Inc. and currently involved in ranching operations at Circle R Ranch. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management through customized strategies that incorporate fundamental, technical, and economic analysis across a range of asset classes. The firm offers both discretionary and non-discretionary services and is affiliated with Calton & Associates, Inc. and other related entities.

Annuities
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Boyce M

Series 65

Kingsland, TX

Markowski Investments

Boyce Mc Loud is a Series 65 licensed advisor at Markowski Investments with nine years of industry experience. He has worked at Tradeway since 2013 and is also active as a seminar speaker and sales contractor in the insurance sector. Markowski Investments provides personal financial planning and discretionary portfolio management to a range of clients, including individuals, families, high-net-worth clients, and charitable organizations. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis, focusing on both long-term positions and tactical adjustments.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Rix S

Series 63, Series 65

Marble Falls, TX

Dominion Portfolio Management, Inc.

Rix Smith is a financial advisor at Dominion Portfolio Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management and related firms since 1991. He is president of Dominion Financial Services, Inc. and GQO Investment Advisors, Inc. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, tailoring investment advice to clients’ goals, time horizons, and risk tolerance.

Annuities
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John B

Series 63, Series 65

Marble Falls, TX

Dominion Portfolio Management, Inc.

John Boyd is a financial advisor at Dominion Portfolio Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2011, as well as at affiliated firms including Dominion Investor Services and Calton & Associates. Outside of his advisory role, Boyd holds a minority ownership interest in an indoor shooting range in Amarillo, TX. Dominion Portfolio Management serves individual and high-net-worth clients and businesses, providing fee-based portfolio management with strategies tailored to client goals, time horizons, and risk tolerance. The firm employs a combination of fundamental, technical, and economic analysis across various asset classes and offers both discretionary and non-discretionary services.

Annuities
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Bryan C

Series 66

Marble Falls, TX

Dominion Portfolio Management, Inc.

Bryan Clemmons is a financial advisor with Dominion Portfolio Management, Inc. in Athens, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and Dominion Investor Services, Inc., and he currently operates a separate investment-related business under the name Clemmons Investments. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management tailored to client goals, time horizons, and risk tolerance through a combination of fundamental, technical, and economic analysis.

Annuities
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William H

Series 63, Series 65

Marble Falls, TX

Dominion Portfolio Management, Inc.

William Hester is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at multiple firms, including Dominion Portfolio Management since 2017 and Calton & Associates since 2023. Outside of his advisory work, he is involved in accounting and tax services through Hester & Company, PC, and leads a ranching operation as president of R4HR Inc. Dominion Portfolio Management serves individual and high-net-worth clients, as well as businesses, providing fee-based portfolio management tailored to client goals, risk tolerance, and time horizons. The firm employs a range of investment strategies using individual securities, ETFs, mutual funds, and third-party money managers.

Annuities
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