RIA Intel›Advisers›Texas›MONEY MANAGERS, INC.

MONEY MANAGERS, INC.

Advisory

N·SAN ANTONIO, TX

Data as of Apr 6, 2026 · Source: SEC Form ADV

Total AUM

$147M

1-Year AUM Growth

+59.5%

3-Year CAGR

+35.1%

Employees

4

Assets Under Management

Total AUM$147M

Discretionary AUM$97M

Non-Discretionary AUM$49M

Discretionary %66.4%

Total Clients346

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingMay 10, 2001

Latest FilingApr 6, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONEY MANAGERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.