$3.1B Total AUM
$3.1B Disc. AUM
20.2% 3Y CAGR
22 Employees
496 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fifth Third Bank · Jefferson National Securities
- Clients
- Retail and Institutional
- Platforms
- Foundation legacyRadial meridian
- Established Date
- 07-01-2015
- Office Locations
- 1
Office Locations
1900 Broadway Suite 900 SAN Antonio TX
About 1900 Wealth
1900 Wealth is a SAN Antonio-based RIA. The firm has been operating for 10 years. Managing $3.1B in total assets under management, with 20 advisory representatives. They custody assets with Charles Schwab & Company and Fifth Third Bank. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
46 AVG AGE
$153.6M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
3.5 yrs AVG TENURE
22 Employees
20 Advisory Reps
18 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Frontier Crest
Asset Classes
Summit matrix Glacier fusion Eagle Harbor atlas Frontier Beacon delta Pioneer momentum Unison oak Matrix radial Ember pathway
Client Personas
Vital catalyst
Custodian
Oak Catalyst Vertex
Investment Themes
Insight Alpha signal Horizon Bridge pathway
Investment Vehicles
Matrix North atlas
Platform
Timber Oak
Services
Focus Ridge Bridge delta Momentum Meridian frontier Summit Optima pathway Insight alpha Capital Horizon catalyst Unison momentum Focus
Technology
Peak frontier Atlas
Owner & Executives
Todd Lee Brockwell
President
- CRD
- #6711710
- Ownership
- Less than 5%
(567) 731-5868
unison.foundation@insightcapital.com
in linkedin.com/in/oak-prime
Richard Rolle Dullnig
Chief Compliance Officer
- CRD
- #2215594
- Ownership
- Less than 5%
(756) 646-1728
quantum.zenith@beaconcapital.com
in linkedin.com/in/zenith-horizon
C
Capital legacy
Wave insight
- CRD
- #65357
- Ownership
- 9.8%
(535) 764-8275
timber.ember@optimacapital.com
in linkedin.com/in/peak-oak
Showing 2 of 5 owners & executives
Unlock allContacts
Jacob Hudson Allison
Alternative Investments, Investment Analyst
- CRD
- #7846627
(387) 977-5480
foundation.bridge@timbercapital.com
in linkedin.com/in/north-horizon
MELISSA TORRES ANDERSON MRS
Managing Director | Family Office Services
- CRD
- #5063067
(549) 729-3358
summit.summit@bridgecapital.com
in linkedin.com/in/frontier-zenith
M
Momentum atlas
Prime fusion capital
- CRD
- #17814
(642) 463-7027
timber.summit@embercapital.com
in linkedin.com/in/momentum-frontier
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,071,004,999 | $2,878,168 |
| Non-Discretionary | $0 | -- |
| Total | $3,071,004,999 | $2,878,168 |
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Separately Managed Accounts
Total SMA Asset: $2,981,634,135
Public Funds:
20.9% Cash:
22.0% Private Funds:
10.4% U.S. Government/Agency:
19.7% Equity - Exchange:
7.9% Municipal Bonds:
6.1% Corporate - Investment Grade:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,681,322,591 | 20.9% |
| Cash | $1,769,813,253 | 22.0% |
| Private Funds | $836,638,992 | 10.4% |
| U.S. Government/Agency | $1,584,787,322 | 19.7% |
| Equity - Exchange | $635,523,850 | 7.9% |
| Municipal Bonds | $490,720,948 | 6.1% |
| Corporate - Investment Grade | $1,045,798,741 | 13.0% |
| Total | $8,044,605,697 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH FOUNDATION | RIDGE CAPITAL | 5WMY8L21O | FZKY | 9.55% | $12,837,246 |
| WAVE BEACON VALUE | HORIZON BEACON | 7SYX989K8 | NRO | 0.63% | $31,798,436 |
| BEACON HARBOR | SUMMIT MOMENTUM | EXXKYINBE | JOZKB | 4.34% | $74,209,545 |
| PRIME MOMENTUM | GLACIER UNISON | IQ92BC7S6 | QFBHT | 5.62% | $101,309,366 |
| QUANTUM FRONTIER | FOUNDATION HORIZON | MNK7G3MDH | JDUZY | 11.88% | $48,641,824 |
| VERTEX GLACIER OAK | FOUNDATION RADIAL | 3QUXSAA6N | NRJCO | 10.45% | $82,041,610 |
| FOUNDATION GLACIER | SUMMIT CREST | 63E5CXWQV | JHA | 1.15% | $25,351,680 |
| FRONTIER ALPHA | OAK SIGNAL | 8IIY6TDN8 | WYRZX | 4.98% | $106,757,123 |