Southwestern Money Management LLC

Southwestern Money Management LLC is an investment adviser firm based in San Antonio, Texas, founded in 2019. The firm offers discretionary investment advisory services to clients with portfolios consisting of equity or a mix of equity and fixed income securities tailored to individual return requirements and risk profiles. Each client is assigned a dedicated investment counselor for personalized service. As of December 31, 2024, the firm managed approximately $45 million in assets under management on a discretionary basis. The annual investment advisory fee ranges from 0.35% to 1.25% of the client's portfolio market value, with no minimum fees assessed. Clients may also incur additional fees for financial planning and investment consulting services. Southwestern Money Management does not receive performance-based fees and serves a broad range of individual clients without a minimum account value requirement. The firm utilizes qualitative and quantitative tools for market analysis, invests in equity funds and fixed income strategies based on client goals, and emphasizes the risk of loss inherent in investing. The firm has no disciplinary events, offers investment discretion, and encourages clients to review account statements issued by a qualified custodian.