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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2022
- Office Locations
- 1
Office Locations
About TSA Wealth Management
TSA Wealth Management is a Houston-based RIA providing financial planning and discretionary asset management for retirees and entrepreneurs, with retirement-plan and insurance guidance. Portfolios emphasize asset allocation across public funds, ETFs and fixed income, with experience in annuities and digital assets. The firm publishes a newsletter for retirees focused on money management and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JONATHAN HARRISON SWANBURG
Managing Member, President
- CRD
- #5713713
- Ownership
- 75% or more
AUSTIN GENTRY MARRS
Consultant, Managing Member
- CRD
- #5979477
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,837,826 | $538,796 |
| Non-Discretionary | $0 | -- |
| Total | $358,837,826 | $538,796 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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