Charles Epifanio Amato appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Charles Epifanio Amato appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-12 | Form ADV | SWBC INVESTMENT ADVISORY SERVICES LLC | MANAGING MEMBER | AUSTIN, TX |
| 2025-03-31 | Form ADV | SWBC INVESTMENT COMPANY | 50% OWNER, CHAIRMAN AND CEO | SAN ANTONIO, TX |