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Swbc Investment Company

CRD 140994  ·  San Antonio, TX  ·  $256.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
140994
SEC number
801-68054
Firm type
RIA
Assets under management
$256.0M as of Mar 31, 2026
Website
www.swbc.com ↗
Phone
210-376-3279
Address
9311 San Pedro Avenue, San Antonio, TX, 78216-4459

Advisors at this firm

16 in our index · page 1 of 1

1–16 of 16

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 140994 ↗ FINRA BrokerCheck record for firm CRD 140994 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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