San Antonio Capital Management, LLC (San Antonio)

Name: San Antonio Capital Management, LLC
Address: 8000 Ih 10 W, San Antonio, TX, 78230
Telephone: 210-424-8710

San Antonio Capital Management, LLC is a large advisory firm based in San Antonio. It manages $122.98 million of regulatory assets for 169 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.

San Antonio Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

San Antonio Capital Management: assets under management

The assets under management (AUM) of San Antonio Capital Management, LLC is $122.98 million. The firm's AUM has grown by 225% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $112.67 million in discretionary accounts and $10.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $782.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $412.42 thousand.

San Antonio Capital Management has custody of $819.08 thousand in cash and securities for 2 clients in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay San Antonio Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at San Antonio Capital Management, LLC

James Bruce Bugg has been acting as President since 1 Jul 2013. Robert G Ownby joined the executive team most recently as the President And Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc San Antonio Capital & Trust Company	Managing member	1 May 2009	75% - 100%	27-0153961
Whitney E Solcher	Managing director/chief compliance officer	1 May 2009	Other	4431461
Whitney Elizabeth Solcher	Managing director/chief compliance officer	1 May 2009	Other	4431461
Rebecca Anne Crowder	Executive vice president	1 Nov 2009	Other	5612403
Whitney E Solcher	Managing director	1 Nov 2009	Other	4431461
Omar Akhil	Chief compliance officer	1 Apr 2012	Other	6018581
Michael A Schott	Coo	1 Jan 2013	Other	5742568
Audie Gene Apple	President and chief executive officer	1 Apr 2013	Other	2125041
Daniel T Delac	Vice president	1 Jun 2013	Other	2994863
Gary Schweers	Chief compliance officer and senior vice president	1 Jul 2013	Other	6240021
Amy Sondergeld	Chief financial officer	1 Jul 2013	Other	6262246
Charles J Gruber	Chief information officer	1 Jul 2013	Other	6313855
James Bruce Bugg	Director	1 Jul 2013	Other	2724089
Brent Given	Ceo and director	1 Jul 2013	Other	6313865
Barry L Cantrell	Vice president	1 Jul 2013	Other	2959892
Leonard Chad Fernandez	Vice president	1 Jul 2013	Other	5430017
Jennifer Tzy Huoy Chuang	Vice president	1 Jul 2013	Other	6021003
Robert G Ownby	President and director	1 Sep 2013	Other	6262252
Bob Ownby	Executive vice presedent	1 Sep 2013	Other	6262252

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc San Antonio Capital & Trust Holdings	Member	1 May 2009	75% - 100%	26-4351746
James Bruce Bugg	Managing member	1 May 2009	75% - 100%	2724089
Inc. Southwest Bancshares	Shareholder	1 Jul 2013	75% - 100%	20-5266525
The Bank Of San Antonio	Member	1 Jul 2013	75% - 100%	20-8922476

Based in San Antonio

The principal office where San Antonio Capital Management, LLC performs its advisory services is located at 8000 Ih 10 W, San Antonio, TX 78230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-424-8710 or by fax 210-424-8810. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at sacaptrust.com/.