SAN ANTONIO, TXCRD 142570Latest ADV August 25, 2025
Finser Investment Advisor 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 August 25, 2025, reports $1.4B in regulatory assets under management, 1 employee, and 10 accounts.
Assets Under Management
$1.4B
Employees
1
Offices
--
Total Clients
10
Primary office
SAN ANTONIO, TX
9601 MCALLISTER FWY, SUITE 301, SAN ANTONIO, TX, United States
Top client segmentBanks represent 100.0% of total clients.
Top client categories% of clientsClients
1
Banks
100.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of August 25, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.4B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts10
10Y AUM Change+$606M (+74.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee10:1
10Y Employee Change-2 (-66.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.