SAN ANTONIO, TXCRD 304033Latest ADV March 30, 2026
Southwestern Money Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 30, 2026, reports $48M in regulatory assets under management, 3 employees, and 19 accounts.
Assets Under Management
$48M
Employees
3
Offices
--
Total Clients
19
Primary office
SAN ANTONIO, TX
19100 RIDGEWOOD PARKWAY, SUITE 1200, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$48Mas of March 30, 2026
Discretionary100.0%
$48M
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.
Total AUM$48M
Total Accounts19
10Y AUM Change+$48M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee6:1
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.