SOUTH TEXAS ADVISORS FOR RETIREES, LLC

SOUTH TEXAS ADVISORS FOR RETIREES, LLC is an SEC-registered investment adviser (CRD 154793). Regulatory assets under management: $15.4M.

Registration

• CRD: 154793
• Type: Registered investment adviser
• Phone: 210-694-0841
• Latest filing: 2026-03-10
• Regulatory AUM: $15.4M
• Discretionary AUM: $15.4M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search