|
⚲
|
| S & D Financial LLC
✚
|
|
|---|---|
| CRD # | 332415 |
| SEC # | 801-135117 |
| CIK # | |
| AUM | $134.2 M (2026-05-11) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Phone | 210-255-3040 |
| Address | 6827 Camp Bullis Rd San Antonio, TX 78256 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 56.3 |
| (b) Individuals (high net worth individuals) | 44 | 77.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 588 | 134.2 |
| By Discretionary | ||
| Discretionary | 581 | 133.5 |
| Non-Discretionary | 7 | 0.7 |
| Total | 588 | 134.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.2 | |
| Total | 588 | 134.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Independent Financial Advisors Inc
✚
|
AR | 0.1 |
|
Epic Advisory Services Corp
✚
|
FL | 0.1 |
|
Wave Wealth Management LLC
✚
|
TX | 0.1 |
|
Murray Financial Services Inc
✚
|
CA | 0.1 |
|
Hudson Oak Wealth Advisory LLC
✚
|
NJ | 0.1 |
|
GW Financial Inc
✚
|
NV | 0.1 |
|
Panorama Wealth Advisors
✚
|
CO | 0.1 |
|
Anderson Griggs & Company Inc
✚
|
SC | 0.1 |
|
LaSalle Investment Advisors Inc
✚
|
WI | 0.1 |
|
Garhwal Chan & Williams Inc
✚
|
CA | 0.1 |