SOUTHWEST INVESTMENT ADVISORS, INC.

SOUTHWEST INVESTMENT ADVISORS, INC. of TUCSON, AZ is an SEC-registered investment adviser (CRD 312685). Regulatory assets under management: $386.9M.

Registration

• CRD: 312685
• SEC file number: 801-120406
• Type: Registered investment adviser
• Location: 7594 N LA CHOLLA, TUCSON, AZ, 85741
• Phone: 520-544-2500
• Latest filing: 2026-03-30
• Regulatory AUM: $386.9M
• Discretionary AUM: $386.9M
• Clients: 5
• Accounts: 1,162

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search