RIA Intel›Advisers›Texas›SOUTH TEXAS MONEY MANAGEMENT, LTD.

SOUTH TEXAS MONEY MANAGEMENT, LTD.

Advisory

N·SAN ANTONIO, TX

Data as of Sep 30, 2019 · Source: SEC Form ADV

Total AUM

$3.4B

1-Year AUM Growth

+2.1%

3-Year CAGR

+5.8%

Employees

30

Assets Under Management

Total AUM$3.4B

Discretionary AUM$3.3B

Non-Discretionary AUM$48M

Discretionary %98.6%

Total Clients—

Team

Total Employees30

Investment Advisers62

Employee Growth (1Y)—

Filing History

Total Filings on Record47

First FilingJul 17, 2001

Latest FilingSep 30, 2019

🔒 Full AUM trend chart and 47 historical filings spanning 18+ 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 SOUTH TEXAS MONEY MANAGEMENT, LTD.

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