SAN ANTONIO, TXCRD 140994Latest ADV March 31, 2026
Swbc Investment Company 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 March 31, 2026, reports $256M in regulatory assets under management, 33 employees, 3 offices, and 494 accounts.
Assets Under Management
$256M
Employees
33
Offices
3 offices
Total Clients
494
Primary office
SAN ANTONIO, TX
9311 SAN PEDRO AVENUE, SUITE 600, SAN ANTONIO, TX, United States
Top client segmentIndividuals represent 79.1% of total clients.
Top client categories% of clientsClients
1
Individuals
79.1%
391
2
HNWI
16.0%
79
3
ERISA ADVISORY PLANS
3.2%
16
4
Pooled Investment Vehicles
1.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of March 31, 2026
Discretionary77.2%
$197M
77% of total RAUM77.2%
Non-discretionary22.8%
$58M
23% of total RAUM22.8%
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$256M
Total Accounts494
10Y AUM Change+$134M (+109.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee15:1
10Y Employee Change-26 (-44.1%)
* 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.