Firm profile

U.S. GLOBAL INVESTORS, INC.

SAN ANTONIO, TXCRD 111097Latest ADV February 19, 2026

U.S. Global Investors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Antonio, TX.

Assets Under Management
$1.3B
Employees
22
Offices
--
Total Clients
11
Primary office
SAN ANTONIO, TX
7900 CALLAGHAN ROAD, SAN ANTONIO, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOFrank E. Holmes
CCOMonica Blanco
CFOLisa C. Callicotte

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 90.9% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
90.9%
10
2
Pooled Investment Vehicles
9.1%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of February 19, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.3B
Total Accounts11
10Y AUM Change+$612M (+85.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee1:1
10Y Employee Change-3 (-12.0%)

* 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.