Swbc Investment Company
Swbc Investment Company is an SEC-registered mass-market adviser in San Antonio, TX with $256.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Swbc Investment Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140994, SEC 801-68054, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $256.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- San Antonio, TX
- Employees
- 33
- Clients
- 494
- CRD
- 140994
- Ownership
- SWBC CORPORATION; DUDLEY, GARY, LEE; PALMER, JACOB, DANIEL; TUOHY, JOHN, PATRICK; MURAS, PATRICK, JOHN
How much AUM does Swbc Investment Company have?
Swbc Investment Company reported $256.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Swbc Investment Company?
Disclosed owners and executives of Swbc Investment Company include SWBC CORPORATION, DUDLEY, GARY, LEE, PALMER, JACOB, DANIEL, TUOHY, JOHN, PATRICK, MURAS, PATRICK, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.