Guerra Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,000,000
Clients
106
Advisors
2
of 4 employees
About
Guerra Investment Advisors provides portfolio management and financial planning services to individual clients, serving both high-net-worth and non-high-net-worth households. The firm reports approximately $42 million in assets under management across about 106 client relationships and operates with a two-advisor team.
The firm typically delivers discretionary portfolio management under percentage-of-AUM billing, consistent with many peers, and also offers advisory support that can include insurance products. The advisory team has long industry tenure—the firm was founded in 1995 and its principal entered the securities business in 1987—and supervision and compliance responsibilities are handled internally within the small team.
What is distinctive is the firm’s ability to receive commission-based compensation from the sale of insurance products, a practice that is statistically uncommon among similarly supported firms and may create mixed compensation streams alongside asset-based fees. The firm also reports no disciplinary, civil, or bankruptcy proceedings in its disclosures, reflecting an unremarkable regulatory history.
Client services
Expertise
Main office
5845 Cromo Drive, Ste. 1
El Paso TX 79921
Advisors at this office
2
Most active in
New Mexico · Texas
Also doing business as
Guerra Investment Advisors · Guerra Ruben Edward · Guerra, Ruben Edward · The Ruben E. Guerra Company · The Ruben E. Guerra Company, LLC · The Ruben E. Ruerra Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Susan G
Series 63, Series 65
El Paso, TX
Guerra Investment Advisors
Susan Guerra is a financial advisor at Guerra Investment Advisors in El Paso, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Silver Oak Securities, Inc. and Reuben E. Guerra Company. Guerra Investment Advisors serves individual households, foundations, trusts, and corporate clients, offering fee-for-service financial planning and discretionary portfolio management. The firm employs an active, model-based investment approach across diversified portfolios while also providing long-term buy-and-hold options and non-discretionary planning.
Ruben G
Series 63, Series 65
El Paso, TX
Guerra Investment Advisors
Ruben Guerra is the sole advisor at Guerra Investment Advisors in El Paso, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been associated with Silver Oak Securities, Inc. since 2008 and operates the Reuben E. Guerra Company. Guerra Investment Advisors serves individual households, including non-high-net-worth and some accredited investors, as well as foundations, trusts, and corporate clients. The firm provides fee-for-service financial planning and discretionary portfolio management, utilizing active, model-based strategies alongside long-term buy-and-hold options.
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