|
⚲
|
| Southwest Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 312685 |
| SEC # | 801-120406 |
| CIK # | |
| AUM | $386.9 M (2026-03-30) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 520-544-2500 |
| Address | 7594 N La Cholla Tucson, AZ 85741 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 931 | 163.2 |
| (b) Individuals (high net worth individuals) | 218 | 216.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,162 | 386.9 |
| By Discretionary | ||
| Discretionary | 1,162 | 386.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,162 | 386.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.9 | |
| Total | 1,162 | 386.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Costello Asset Management Inc
✚
|
PA | 0.4 |
|
Wheelhouse Advisory Group LLC
✚
|
MO | 0.4 |
|
Brian D Lowder Inc
✚
|
CA | 0.4 |
|
Missionpoint Partners LLC
✚
|
0.4 | |
|
DS Investment Advisors
✚
|
MI | 0.4 |
|
Evexia Wealth LLC
✚
|
WI | 0.4 |
|
Lowery Thomas LLC
✚
|
0.4 | |
|
Wills Financial Group LLC
✚
|
VA | 0.4 |
|
Alden Investment Advisors LLC
✚
|
PA | 0.4 |
|
Ranch Capital Advisors Inc
✚
|
FL | 0.4 |