VAULKSHIRE INVESTMENT ADVISORS

VAULKSHIRE INVESTMENT ADVISORS of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 226623). Regulatory assets under management: $20.2M.

Registration

• CRD: 226623
• Type: Registered investment adviser
• Location: 310 W. SUNSET, SAN ANTONIO, TX, 78209
• Phone: 210-273-8011
• Latest filing: 2026-03-31
• Regulatory AUM: $20.2M
• Discretionary AUM: $19.7M
• Non-discretionary AUM: $470K
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search