Advisors at this firm
Christopher K
Series 65
San Antonio, TX
1900 Wealth
Christopher Kardys is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 designation with six years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, LLC, since 2019 and previously worked at Rocanda USA Inc. from 2011 to 2019. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities, providing financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified long-term portfolios tailored to each client’s goals, risk tolerance, and time horizon.
Jessica D
Series 65
San Antonio, TX
1900 Wealth
Jessica Drought is a financial advisor at 1900 Wealth with four years of industry experience. She holds a Series 65 designation and has previously worked at M Capital and Texas Next Capital. Prior to her advisory career, she spent 12 years at Rackspace. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified portfolios tailored to clients’ goals and risk tolerance.
Austin K
Series 63, Series 65
San Antonio, TX
1900 Wealth
Austin Kroll is a financial advisor with 11 years of industry experience, currently with 1900 Wealth. He holds Series 63 and Series 65 licenses and previously worked at Frost Bank and its affiliated entities from 2014 to 2025. 1900 Wealth serves a broad client base including high-net-worth individuals, family offices, and institutional entities, offering financial planning, consulting, and investment management. The firm employs strategic asset allocation with low-cost ETFs and mutual funds, using sub-advisers for customized portfolios and managing accounts both discretionary and non-discretionary.
Melissa A
Series 65
San Antonio, TX
1900 Wealth
Melissa Anderson is a financial advisor at 1900 Wealth with five years of industry experience. She holds a Series 65 designation and has previously worked at Windmühle LLC and Bull Creek Financial Services LLC. Anderson serves as a trustee for Southwestern University and is a board member and chairperson of the investment committee at The Catholic Foundation-Diocese of Austin. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, offers family office services, and manages client accounts both discretionary and non-discretionary.
Miles F
CFP®
San Antonio, TX
1900 Wealth
Miles Fuquay is a CFP® professional with seven years of industry experience, currently with 1900 Wealth in San Antonio, TX. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2018 and previously worked at Jefferson Bank from 2005 to 2019. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management services. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to create long-term diversified portfolios, and also manages affiliated pooled investment vehicles while making use of sub-advisers for customized portfolios.
Charles D
Series 63, Series 65
San Antonio, TX
1900 Wealth
Charles Dodd Jr. is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Steve Miura. 1900 Wealth serves a broad client base including high-net-worth individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management through a strategic asset allocation approach that incorporates low-cost ETFs and mutual funds. The firm also manages affiliated private funds and provides family office services.
Robert J
CFA®, Series 63
San Antonio, TX
1900 Wealth
Robert Jones is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at 1900 Wealth Management LLC since 2023 and previously spent seven years at USAA Asset Management Company. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation and uses low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to clients’ goals, risk tolerance, and time horizon.
Todd B
CFA®
San Antonio, TX
1900 Wealth
Todd Brockwell is a CFA® charterholder based in San Antonio, TX, with nine years of experience in financial advising. He has worked at 1900 Wealth, formerly Monticello Wealth Management, since 2016 and also spent time at Brockwell Family Advisors. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation and uses low-cost ETFs and mutual funds to build diversified portfolios tailored to client goals, risk tolerance, and time horizon.
Hunt H
Series 65
San Antonio, TX
1900 Wealth
Hunt Hord is a financial advisor at 1900 Wealth with a Series 65 credential and two years of industry experience. His prior work includes roles at Pioneer Natural Resources, Brazos River Capital, and Research Tax Consultants, as well as positions at Baylor University and ARYA Resources. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm focuses on strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to clients’ goals and risk tolerance.
Caroline S
Series 63, Series 65
San Antonio, TX
1900 Wealth
Caroline Satel is a financial advisor at 1900 Wealth in San Antonio, TX, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms including IFA Paris and Sanger & Altgelt, LLC. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension plans, trusts, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified, long-term portfolios tailored to clients' goals and risk tolerance.
Stephen H
Series 65
San Antonio, TX
1900 Wealth
Stephen Hernandez is a financial advisor with 1900 Wealth in San Antonio, TX. He holds a Series 65 designation and has experience across several firms including Oracle, Trimble, Platform Science, and GE Oil & Gas. Outside of his advisory role, Hernandez serves as an elder and director at Redeemer Bible Church of San Antonio, where he is involved in preaching, teaching, leadership, and managing church finances. 1900 Wealth serves individuals, family offices, and institutional clients with financial planning, consulting, and investment management, using strategic asset allocation and low-cost ETFs and mutual funds to build diversified portfolios tailored to client goals. The firm also offers family office services and manages affiliated private funds while employing sub-advisers to provide customized managed portfolios.
Jacob A
Series 65
San Antonio, TX
1900 Wealth
Jacob Allison is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 credential. He has been active in the financial industry since 2024, with prior experience at Northwestern Mutual and KE Andrews. Allison’s background includes several roles outside finance, including positions at Texas A&M University and Westwood Country Club. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to clients’ goals and risk tolerance.
Mary R
Series 63, Series 65
San Antonio, TX
1900 Wealth
Mary Romanczuk is a financial advisor at 1900 Wealth with four years of industry experience. She previously worked at Piper Sandler & Co. for four years and has held positions at KCIC and the University of Texas at Austin. Romanczuk holds Series 63 and Series 65 licenses. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified portfolios tailored to clients’ goals and risk tolerance.
Erica K
Series 63, Series 65
San Antonio, TX
1900 Wealth
Erica Krautheim is an advisor at 1900 Wealth in San Antonio, TX. She holds Series 63 and Series 65 licenses and has prior experience at Franklin Templeton, Ginger Advisory, and Pacific Century Group (HK) Ltd. Krautheim has been with 1900 Wealth since 2025. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds and offers family office services along with management of affiliated private funds.
Hannah J
Series 65
San Antonio, TX
1900 Wealth
Hannah Jones is a financial advisor at 1900 Wealth with one year of industry experience. She holds a Series 65 designation and has previously worked at Luther King Capital Management and attended Texas Tech University Graduate School. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation and utilizes low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to clients’ goals and risk tolerance.