S
CRD: 304033
Southwestern Money Management LLC
$48.3M Total AUM
$48.3M Disc. AUM
190.2% 3Y CAGR
3 Employees
38 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2019
- Office Locations
- 2
Office Locations
17802 IH 10 West Suite 400 SAN Antonio TX
19100 Ridgewood Parkway Suite 1200 SAN Antonio TX
About Southwestern Money Management LLC
Southwestern Money Management LLC is a San Antonio, TX-based SEC-registered investment adviser serving retail clients. The firm provides financial planning, insurance guidance, and portfolio construction, with portfolios that skew heavily to fixed income—particularly U.S. government/agency and investment-grade bonds—alongside allocations to private funds.
Team overview
47 AVG AGE
$24.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRUCE LEWIS
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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FAISAL DAVID KHAN
Owner
- CRD
- #2826460
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,349,956 | $2,544,735 |
| Non-Discretionary | $0 | -- |
| Total | $48,349,956 | $2,544,735 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Private Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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