Data / Investment advisers / Texas / Money Managers, Inc.
Money Managers, Inc., San Antonio, TX: $147 million AUM, SEC registered investment adviser
Money Managers, Inc. is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $147 million in regulatory assets under management in its Form ADV filed April 6, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 104529
- SEC file number
- 801-134024
- SEC status
- Approved, effective July 28, 2025
- Main office
- 15303 Huebner Rd. BLDG. 10, San Antonio, TX 78248
- Phone
- (210) 349-9494
- Website
- moneymanagersinctx.com
- Regulatory AUM
- $146,610,211 in the Form ADV filed April 6, 2026
- Discretionary AUM
- $97,345,199
- Non discretionary AUM
- $49,265,012
- Accounts
- 602
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 6, 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 |
|---|---|---|
| High net worth individuals | 35 | $88.7 million |
| Individuals (other than high net worth individuals) | 330 | $57.9 million |
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 |
|---|---|---|
| April 1, 2026 | $146.6 million | March 31, 2026 |
| December 1, 2025 | $123.2 million | June 27, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Robinson Value Management, LTD. | San Antonio | $202.3 million | Not listed | adviserinfo.sec.gov |
| Scaleworks Capital, LLC | San Antonio | $198.4 million | 5 | adviserinfo.sec.gov |
| Martin Capital Advisors, LLP | San Antonio | $181.9 million | Not listed | adviserinfo.sec.gov |
| Cornermen Financial, LLC | San Antonio | $172.7 million | Not listed | adviserinfo.sec.gov |
| Graystreet Partners | San Antonio | $159 million | 8 | adviserinfo.sec.gov |
| Reliance Wealth Management | San Antonio | $134.2 million | Not listed | adviserinfo.sec.gov |
| Texas Financial Advisory | San Antonio | $117.9 million | Not listed | adviserinfo.sec.gov |
| Ehrenberg Chesler Investment Advisors LLC | San Antonio | Not listed | 62 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Money Managers, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.