Finser Investment Advisor
● SEC registered since 2007CRD 142570SEC# 801-67528San Antonio, TX
Reg. AUM
$1.42B
Employees
1
Accounts
10
Location
San Antonio, TX
Finser Investment Advisor assets under management
Finser Investment Advisor operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2007. It reports $1.4 billion in regulatory assets under management and employs 1 people.
Finser Investment Advisor owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carla Jane Baker Control | Director | Under 5% | 2006 |
| Fred L. Baker & Associates, Inc. Control | Owner | Over 75% | 2006 |
| Matthew Charles Holmes | Director | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Finser Investment Advisor manage?
Finser Investment Advisor reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Finser Investment Advisor have?
Finser Investment Advisor reports 1 employees.
Where is Finser Investment Advisor located?
Finser Investment Advisor is based in San Antonio, TX and has been SEC-registered since 2007.
Does Finser Investment Advisor disclose fund performance?
Finser Investment Advisor is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9601 McAllister Fwy, Suite 301, San Antonio, TX 78216-4633 |
| Phone | 210-224-5492 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.42BNo change
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$1.42Bregulatory AUM
Discretionary $0Non-discretionary $1.42B