|
⚲
|
| Keyboard |
| Southwestern Money Management LLC
✚
|
|
|---|---|
| CRD # | 304033 |
| SEC # | 801-117271 |
| CIK # | |
| AUM | 48.3 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 210-344-3400 |
| Address | 19100 Ridgewood Parkway San Antonio, TX 78259 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 48.3 |
| (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 | 19 | 48.3 |
| By Discretionary | ||
| Discretionary | 19 | 48.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 48.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.3 | |
| Total | 19 | 48.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 19 |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Biglari Capital LLC
✚
|
TX | 1,043.2 M |
|
Southwestern Money Management LLC
✚
|
TX | 48.3 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
DV Capital Management LLC
✚
|
50.0 M | |
|
Webull Advisors LLC
✚
|
FL | 48.9 M |
|
Swarthmore Asset Management Ltd
✚
|
NY | 48.6 M |
|
Marathon Financial Strategies
✚
|
48.5 M | |
|
Brandon Hill Wealth Management LLC
✚
|
48.4 M | |
|
Beck Asset Management AG
✚
|
48.2 M | |
|
Dubeau Capital USA Inc
✚
|
47.9 M | |
|
Cadogan Park Advisors Inc
✚
|
47.4 M | |
|
Glassman Wealth Management LLC
✚
|
46.5 M | |
|
Investire LLC
✚
|
46.2 M |