South Texas Money Management, Ltd.

South Texas Money Management, Ltd. (CRD# 112188) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,023,911,764 in 3,001 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,024
    MILLION
  • Total Number of Accounts
    3,001
    ACCOUNTS
  • Average Account Value
    $1,007,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, LA, NC, NE, NM, NY, TX, WA

Financial Advisors at South Texas Money Management, Ltd.
Showing 1 - 10 of 28 top financial advisors.
1
Kim Cornwell
CRD#: 868361
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
96
Wealthminder
score

Kim Cornwell (CRD# 868361) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 32 years of experience in the finance industry. Kim Cornwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lisa D. Fox
CRD#: 4117306
5000 Plaza On The Lake, Suite 170, Austin, TX 78746
96
Wealthminder
score

Lisa Fox (CRD# 4117306) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in Austin, TX and has over 18 years of experience in the finance industry. Lisa Fox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christian G. Ledoux
CRD#: 4449527
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
96
Wealthminder
score

Christian Ledoux (CRD# 4449527) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 16 years of experience in the finance industry.

4
Madelon Y. Leone
CRD#: 1580132
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
96
Wealthminder
score

Madelon Leone (CRD# 1580132) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 29 years of experience in the finance industry.

5
David W. Mize
CRD#: 5782178
1901 N. Akard Street, Dallas, TX 75201
96
Wealthminder
score

David Mize (CRD# 5782178) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in Dallas, TX and has over 8 years of experience in the finance industry. David Mize has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Holly V. Moore
CRD#: 4290791
5000 Plaza On The Lake, Suite 170, Austin, TX 78746
96
Wealthminder
score

Holly Moore (CRD# 4290791) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in Austin, TX and has over 16 years of experience in the finance industry. Holly Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
David N. Stix
CRD#: 1172428
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
96
Wealthminder
score

David Stix (CRD# 1172428) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 19 years of experience in the finance industry.

8
Elizabeth A. Gostkowski
CRD#: 4701575
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
93
Wealthminder
score

Elizabeth Gostkowski (CRD# 4701575) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 10 years of experience in the finance industry.

9
Louisa C. Guthrie
CRD#: 2489036
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
93
Wealthminder
score

Louisa Guthrie (CRD# 2489036) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 23 years of experience in the finance industry.

10
Elizabeth C. Hickman
CRD#: 4677699
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
93
Wealthminder
score

Elizabeth Hickman (CRD# 4677699) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 15 years of experience in the finance industry.

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