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Southwest Money Management Inc

● SEC registered since 1980CRD 109668SEC# 801-15538
Export (members)
Reg. AUM
$287.9M
Employees
2
Accounts
5
Location
—

Southwest Money Management Inc assets under management

Southwest Money Management Inc is an SEC-registered investment adviser. The firm has been registered since 1980. It reports $287.9 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Southwest Money Management Inc owners & executives

2 reported
NameTitleOwnershipSince
Bruce Shelton Nance ControlCeo, Cfo, Coo, CloOver 75%1980
Bruce Shelton Nance ControlChief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Southwest Money Management Inc manage?

Southwest Money Management Inc reports $287.9 million in regulatory assets under management on its Form ADV.

How many employees does Southwest Money Management Inc have?

Southwest Money Management Inc reports 2 employees.

Does Southwest Money Management Inc disclose fund performance?

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

Contact & registration

Phone725-780-4170
Office hoursNone
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$287.9MNo change
Apr '25 — $287.9MMay '25 — $287.9MJun '25 — $287.9MJul '25 — $287.9MAug '25 — $287.9MSep '25 — $287.9MOct '25 — $287.9MNov '25 — $287.9MDec '25 — $287.9MJan '26 — $287.9MFeb '26 — $287.9MMar '26 — $287.9MApr '26 — $287.9MMay '26 — $287.9MJun '26 — $287.9M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$287.9Mregulatory AUM
Discretionary $287.9M