Southwestern Money Management LLC
● SEC registered since 2019CRD 304033SEC# 801-117271San Antonio, TX
Reg. AUM
$48.3M
Employees
3
Accounts
19
Location
San Antonio, TX
Southwestern Money Management LLC assets under management
Southwestern Money Management LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2019. It reports $48.3 million in regulatory assets under management and employs 3 people.
Southwestern Money Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Biglari Capital Corp. Control | Parent Company Of Southwestern Money Management Llc | Over 75% | 2019 |
| Bruce Lewis | Chief Compliance Officer | Under 5% | 2019 |
| Sardar Biglari Control | Founder, Ceo And Chairman Of Biglari Capital Corp. | Over 75% | 2000 |
Frequently asked questions
How much does Southwestern Money Management LLC manage?
Southwestern Money Management LLC reports $48.3 million in regulatory assets under management on its Form ADV.
How many employees does Southwestern Money Management LLC have?
Southwestern Money Management LLC reports 3 employees.
Where is Southwestern Money Management LLC located?
Southwestern Money Management LLC is based in San Antonio, TX and has been SEC-registered since 2019.
Does Southwestern Money Management LLC disclose fund performance?
Southwestern Money Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19100 Ridgewood Parkway, Suite 1200, San Antonio, TX 78259 |
| Phone | 210-344-3400 |
| Fax | 210-344-3411 |
| Office hours | 9 a.m. To 5 p.m. Central |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$48.3M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$48.3Mregulatory AUM
Discretionary $48.3M