South Texas Money Management

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Trust Score 98%
Trust Score  info_outline

South Texas Money Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 23 advisors. South Texas Money Management manages $3.4 billion and provides investment advisory services for 1,582 clients (1:69 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor John Lance Lahourcade
Avg Advisor Trust Score 97
Avg Advisor Years Registered 9
Minimum Investment $1,000,000
Average Client Balance $2,139,839
Total AUM $3.4 billion
Advisor / Client Ratio 1:69
Headquarters San Antonio, TX
SEC Filings Forms and Brochures    (CRD # 112188)
State(s) Registered AZ, CA, CO, FL, IL, LA, NE, NM, NY, TN, TX, WA

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