Money Managers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated April 6, 2026, reports $147M in regulatory assets under management, 5 employees, 1 office, and 602 accounts.
Assets Under Management
$147M
Employees
5
Offices
1 office
Total Clients
365
Primary office
SAN ANTONIO, TX
15303 HUEBNER RD., BLDG. 10, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
330
2
HNWI
9.6%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of April 6, 2026
Discretionary66.4%
$97M
66% of total RAUM66.4%
Non-discretionary33.6%
$49M
34% of total RAUM33.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$147M
Total Accounts602
10Y AUM Change+$23M (+19.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee73:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.