Southwest Investment Advisors, Inc.
Southwest Investment Advisors, Inc. is an SEC-registered mass-market adviser in Tucson, AZ with $386.9M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Southwest Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312685, SEC 801-120406, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $386.9M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Tucson, AZ
- Employees
- 5
- Clients
- 1,161
- CRD
- 312685
- Ownership
- Zich, Richard, John; KUSLER, ALEXANDRA, FARQUHAR
How much AUM does Southwest Investment Advisors, Inc. have?
Southwest Investment Advisors, Inc. reported $386.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Southwest Investment Advisors, Inc.?
Disclosed owners and executives of Southwest Investment Advisors, Inc. include Zich, Richard, John, KUSLER, ALEXANDRA, FARQUHAR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.