Affinius Capital is a financial advisory firm based in San Antonio, Texas. It currently has approximately $12,253,173,894 of assets under management and employs about 307 people. Affinius Capital uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.

Frost Investment Advisors, LLC is a registered investment adviser established in January 2008, offering investment advisory services to mutual funds and separately managed accounts. The firm specializes in growth equity and taxable fixed income investments. For mutual funds, fees range from 30-50 basis points for fixed income and 50 basis points for equity annually. Separately managed accounts fees range from 4-20 basis points annually. The firm provides asset allocation models to financial institutions, focusing on diversification and minimizing volatility. Clients have discretion over their investments, with the firm managing accounts on a discretionary basis. Frost Investment Advisors does not charge performance-based fees or engage in side-by-side management. The firm serves investment companies, financial advisors, corporations, and endowments, with a minimum account size of $10 million for accounts with specific investment guidelines. Investment strategies include technical, fundamental, and cyclical analysis, with a focus on long-term and short-term purchases. The firm has no disciplinary events to report and provides custody services through qualified custodians. Clients receive regular performance reports, and the firm does not receive client referrals from executing broker/dealers. Frost Investment Advisors has adopted a Code of Ethics and voting policies to ensure fiduciary duty. The firm does not have financial conditions impairing its ability to meet commitments.

1900 Wealth Management LLC, also known as 1900 Wealth, is a registered investment adviser based in San Antonio, TX, established in 2015 and owned by Jefferson Bank. The firm offers financial planning, consulting, and investment management services, acting as a fiduciary in the best interest of clients. They provide a broad range of services, including cash flow forecasting, trust and estate planning, investment consulting, and retirement planning. Clients may engage 1900 Wealth for wealth management services, where assets are primarily allocated among various mutual and exchange-traded funds based on client objectives. The firm's investment strategy focuses on asset allocation using low-cost ETFs to capture returns from a mix of asset classes. Clients have the option to exclude up to three ETFs from their portfolio. 1900 Wealth charges fees based on assets under management, with a tiered schedule ranging from 0.95% to 0.45%. The firm does not have a minimum initial investment requirement and does not participate in a wrap program. Clients receive account statements directly from custodians and are encouraged to review them regularly. 1900 Wealth does not compensate for client referrals and does not accept proxy voting authority. The firm does not have custody of client funds but may have custody of affiliated private fund assets. Clients grant discretionary authority for asset management services when signing an Investment Advisory Agreement.

Sendero Wealth Management, established in 2008, is a boutique firm based in San Antonio, Texas, specializing in wealth management for families and select institutions. With billions of dollars managed by an experienced team, Sendero focuses on creating long-term plans encompassing public and private investments, risk management, and family office management. The firm offers discretionary and non-discretionary portfolio management, tailoring investment strategies to client financial circumstances and objectives. Sendero's investment philosophy emphasizes asset allocation, diversification, and a blend of active and passive strategies. The firm provides ongoing monitoring, due diligence, and performance reporting for client portfolios. Clients with assets over $3 million are billed on a tiered fee schedule, with a maximum rate of 1.0%. Sendero also offers services for women's wealth management needs. The firm discloses potential conflicts of interest, such as compensation for client referrals and use of third-party service providers. Sendero's Code of Ethics ensures high standards of conduct and fiduciary duty. Clients have access to reports and statements from qualified custodians, with Sendero providing proxy voting services for non-third-party managed accounts. The firm has no disciplinary history and maintains financial stability to meet client commitments.

TPB Wealth Advisors, LLC is a registered investment adviser that began operations in 2009. It is a subsidiary of Texas Partners Bank, LLC, which is a bank holding company. TPB Wealth Advisors offers comprehensive wealth management services, including financial planning and investment management, tailored to high-achieving clients. The firm provides three primary solutions: integrated financial planning, investment advisory services, and access to private pooled investment solutions. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. Clients are encouraged to review financial issues, investment objectives, and account performance with TPB Wealth Advisors on an annual basis, with formal meetings generally conducted quarterly. The firm does not receive referral fees, and clients are not required to utilize related companies for services. TPB Wealth Advisors does not have physical custody of client assets but may have custody through access to client assets or authority to withdraw client assets held at a custodian. The firm does not vote proxies on behalf of clients. TPB Wealth Advisors does not solicit fees in advance exceeding $1,200 per client. Investment products and services are not FDIC insured, not a deposit of the bank, not bank guaranteed, and may lose value.

Strategic Financial Concepts, LLC, based in San Antonio, TX, is a registered investment adviser specializing in personalized investment advisory services for various entities since 2006. The firm offers financial planning and consulting services covering areas such as retirement planning, tax planning, and wealth planning. For investment management services, SFC actively manages client assets based on individual needs, objectives, and risk tolerance, utilizing mutual funds, individual securities, and other investment options. Clients have the option to choose among model portfolios or third-party money managers recommended by SFC. SFC provides investment management services on a continuous discretionary basis, with assets under management totaling $1,006,017,397 as of December 31, 2024. The firm may recommend third-party money managers registered with the SEC or state authorities. SFC offers various LPL Financial-sponsored advisory programs, each with negotiable account fees. Clients have the freedom to select their preferred broker-dealer, with SFC recommending firms like LPL and Charles Schwab. The firm emphasizes best execution practices and may aggregate orders for multiple client accounts to achieve optimal execution. SFC does not vote proxies on behalf of clients and does not provide advice on corporate actions or proxy voting rights. Clients are encouraged to review custodial statements and exercise their voting rights independently. SFC has no financial commitments impairing its ability to meet obligations and has not been involved in any bankruptcy proceedings.

Applied Finance Advisors, LLC is a financial advisory firm based in San Antonio, Texas. It currently has approximately $761,965,787 of assets under management and employs about 5 people. Applied Finance Advisors, LLC uses a fee structure of and a percentage of assets under your management.

Biglari Capital Corp. is an investment adviser founded in 2000 by Sardar Biglari, managing approximately $935 million in regulatory assets under management as of December 31, 2024, all on a discretionary basis. The firm serves as the general partner to The Lion Fund, L.P. and The Lion Fund II, L.P., engaging in various investment activities to maximize partners' net worth. Biglari Capital charges a performance allocation of 25% of net profits in excess of a hurdle rate, without a management fee. The firm's investment strategy focuses on seeking undervalued securities and allows investments in affiliates, with all decisions made by Mr. Biglari. Clients are accredited investors, with minimum investment amounts subject to change. The firm discloses risks, including potential losses, control investments, fraud risks, and market volatility. Biglari Capital is a fiduciary and has no disciplinary events. The firm's owner, Mr. Biglari, has affiliations with other entities, potentially leading to conflicts of interest. The firm has custody of client funds and maintains compliance with SEC regulations. Biglari Capital exercises investment discretion and has proxy voting responsibility. The firm has no financial impairments or bankruptcy history, and fees are not prepaid.

Pax Financial Group is a financial advisory firm based in San Antonio, Texas. It currently has approximately $494,838,589 of assets under management and employs about 22 people. Pax Financial Group uses a fee structure of a percentage of assets under your management and fixed fees.