# SOUTHWEST INVESTMENT ADVISORS, INC.

SOUTHWEST INVESTMENT ADVISORS, INC. of TUCSON, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 312685
- Type: SEC-registered investment adviser
- SEC file number: 801-120406
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Richard John Zich | PRESIDENT, CCO | — |
| Alexandra Farquhar Kusler | SHAREHOLDER | — |
| Zich Richard John | PRESIDENT, CCO | — |
| KUSLER ALEXANDRA FARQUHAR | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312685/similar
- Related entities: https://search.stillhousedata.com/firm/312685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312685

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.