SOUTHWESTERN MONEY MANAGEMENT LLC

SOUTHWESTERN MONEY MANAGEMENT LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 304033). Regulatory assets under management: $48.3M.

Registration

• CRD: 304033
• SEC file number: 801-117271
• Type: Registered investment adviser
• Location: 19100 RIDGEWOOD PARKWAY, SUITE 1200, SAN ANTONIO, TX, 78259
• Phone: 210-344-3400
• Latest filing: 2026-03-30
• Regulatory AUM: $48.3M
• Discretionary AUM: $48.3M
• Clients: 3
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 304033 on SEC IAPD (source of record)
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