Data / Investment advisers / Texas / Finser Investment Advisor
Finser Investment Advisor, San Antonio, TX: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Finser Investment Advisor is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $1.7 billion in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include banks and thrifts. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 142570
- SEC file number
- 801-67528
- SEC status
- Approved, effective January 26, 2007
- Main office
- 9601 McAllister Fwy, Suite 301, San Antonio, TX 78216
- Phone
- (210) 224-5492
- Regulatory AUM
- $1,746,042,084 in the Form ADV filed September 14, 2026
- Non discretionary AUM
- $1,746,042,084
- Accounts
- 10
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 10 | $1.75 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $1.75 billion | September 14, 2026 |
| December 1, 2025 | $1.42 billion | August 25, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alamo Advisors, LP | San Antonio | $3.87 billion | Not listed | adviserinfo.sec.gov |
| Frost Investment Services | San Antonio | $3.67 billion | Not listed | adviserinfo.sec.gov |
| 1900 Wealth | San Antonio | $3.07 billion | 12 | adviserinfo.sec.gov |
| Titleist Asset Management, LLC | San Antonio | $2.79 billion | Not listed | adviserinfo.sec.gov |
| Applied Finance Advisors, LLC | San Antonio | $2.05 billion | Not listed | adviserinfo.sec.gov |
| U.S. Global Investors, Inc. | San Antonio | $1.67 billion | Not listed | adviserinfo.sec.gov |
| Biglari Capital Corp. | San Antonio | $1.04 billion | 2 | adviserinfo.sec.gov |
| Teamwork Financial Advisors, LLC | San Antonio | $1.01 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving banks and thrifts
- Finser Investment Advisor on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.