U.S. Global Investors, Inc.
● SEC registered since 1968CRD 111097SEC# 801-4868San Antonio, TX
Reg. AUM
$1.32B
Employees
22
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 $1.3 billion in regulatory assets under management and employs 22 people.
U.S. Global Investors, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does U.S. Global Investors, Inc. manage?
U.S. Global Investors, Inc. reports $1.3 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 22 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
$1.32BNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.32Bregulatory AUM
Discretionary $1.32B