A complete list of active advisors currently associated with Southwestern Money Management LLC
Warmer can help you find a great advisor at Southwestern Money Management LLC or one who fits your needs even better.
Southwestern Money Management is an SEC-registered investment adviser, founded in 2019, that provides discretionary portfolio management for individual clients and offers financial planning and investment consulting to individuals whose assets are not under management. As of December 31, 2025 the firm reported approximately $48 million in discretionary assets under management across a small number of client accounts. The firm uses both qualitative and quantitative analysis to build equity and fixed‑income portfolios tailored to each client’s return objectives and risk profile, and assigns a dedicated investment counselor to each client while operating with discretionary trading authority. Custody of client assets is maintained with qualified custodians, and the firm maintains a code of ethics and pre‑clearance procedures for personal trading to address conflicts and insider‑trading risks. What is distinctive is that Southwestern Money Management is wholly owned by another SEC‑registered investment adviser and affiliated public holding entities; the brochure discloses the owner’s control of other investment partnerships and subsidiaries while noting it does not anticipate overlapping investments for the firm’s clients. Compared with peers, the firm’s combination of corporate affiliation and a concentrated, small client base is an uncommon organizational profile for a supported adviser.
To learn more about the advisors currently working at Southwestern Money Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Antonio, TX
| 11
|
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