U.S. Global Investors, Inc.
● SEC registered since 1968CRD 111097SEC# 801-4868San Antonio, TX
Reg. AUM
$1.67B
Employees
19
Accounts
11
Location
San Antonio, TX
U.S. Global Investors, Inc. assets under management
U.S. Global Investors, Inc. is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 1968. It reports $1.7 billion in regulatory assets under management and employs 19 people.
U.S. Global Investors, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bobby Dean Duncan Control | Director | Under 5% | 2025 |
| Frank Edward Holmes Control | Director, Chief Executive Officer, Chief Investment Officer | Over 75% | 1989 |
| Jerold Howard Rubinstein Control | Director, Chairman Of The Board | Under 5% | 1989 |
| Lisa Christine Callicotte Control | Chief Financial Officer | Under 5% | 2013 |
| Monica Blanco Control | Chief Compliance Officer | Under 5% | 2019 |
| Roy David Terracina Control | Director | Under 5% | 1994 |
| Thomas Francis Lydon Control | Director | Under 5% | 1997 |
Frequently asked questions
How much does U.S. Global Investors, Inc. manage?
U.S. Global Investors, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does U.S. Global Investors, Inc. have?
U.S. Global Investors, Inc. reports 19 employees.
Where is U.S. Global Investors, Inc. located?
U.S. Global Investors, Inc. is based in San Antonio, TX and has been SEC-registered since 1968.
Does U.S. Global Investors, Inc. disclose fund performance?
U.S. Global Investors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7900 Callaghan Road, San Antonio, TX 78229 |
| Phone | 210-308-1234 |
| Fax | 210-308-1261 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 754811 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.67B▲ 26%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,369 advisers
EmployeesTop 25%
More than 75% of 16,804 advisers
Assets under management
$1.67Bregulatory AUM
Discretionary $1.67B