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Southwestern Money Management LLC

● SEC registered since 2019CRD 304033SEC# 801-117271San Antonio, TX
Export (members)
Reg. AUM
$45.4M
Employees
3
Accounts
17
Location
San Antonio, TX

Southwestern Money Management LLC assets under management

Southwestern Money Management LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2019. It reports $45.4 million in regulatory assets under management and employs 3 people.

Southwestern Money Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Biglari Capital Corp. ControlParent Company Of Southwestern Money Management LlcOver 75%2019
Bruce LewisChief Compliance OfficerUnder 5%2019
Sardar Biglari ControlFounder, Ceo And Chairman Of Biglari Capital Corp.Over 75%2000

Frequently asked questions

How much does Southwestern Money Management LLC manage?

Southwestern Money Management LLC reports $45.4 million in regulatory assets under management on its Form ADV.

How many employees does Southwestern Money Management LLC have?

Southwestern Money Management LLC reports 3 employees.

Where is Southwestern Money Management LLC located?

Southwestern Money Management LLC is based in San Antonio, TX and has been SEC-registered since 2019.

Does Southwestern Money Management LLC disclose fund performance?

Southwestern Money Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19100 Ridgewood Parkway, Suite 1200, San Antonio, TX 78259
Phone210-344-3400
Fax210-344-3411
Office hours9 a.m. To 5 p.m. Central
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$45.4M
Non-discretionary$0
Total (RAUM)$45.4M