Southwestern Money Management LLC
Southwestern Money Management LLC is an SEC-registered ria in San Antonio, TX with $48.3M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Southwestern Money Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304033, SEC 801-117271, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $48.3M (2026-03-30)
- Firm type
- Ria
- Location
- San Antonio, TX
- Employees
- 3
- Clients
- 19
- CRD
- 304033
- Ownership
- BIGLARI CAPITAL CORP.; LEWIS, BRUCE; BIGLARI, SARDAR
How much AUM does Southwestern Money Management LLC have?
Southwestern Money Management LLC reported $48.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Southwestern Money Management LLC?
Disclosed owners and executives of Southwestern Money Management LLC include BIGLARI CAPITAL CORP., LEWIS, BRUCE, BIGLARI, SARDAR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.