South Texas Money Management, Ltd.

South Texas Money Management, Ltd. (CRD# 112188) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,759,067,034 in 2,848 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,759
    MILLION
  • Total Number of Accounts
    2,848
    ACCOUNTS
  • Average Account Value
    $968,774
Compensation Options
  • A percentage of assets under your management
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, CA, CO, FL, LA, NE, NM, NY, TX

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 31 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
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
96
Wealthminder
score

Lisa Fox (CRD# 4117306) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 17 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
100 W. Olmos Drive, Suite 101, San Antonio, TX 78212
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 28 years of experience in the finance industry.

5
Holly V. Moore
CRD#: 4290791
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
96
Wealthminder
score

Holly Moore (CRD# 4290791) 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. 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.

6
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.

7
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 9 years of experience in the finance industry.

8
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.

9
Elizabeth C. Hickman
CRD#: 4677699
100 W. Olmos Drive Suite 101, San Antonio, TX 78212
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 14 years of experience in the finance industry.

10
Mary M. Hime
CRD#: 5565054
700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205
93
Wealthminder
score

Mary Hime (CRD# 5565054) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 9 years of experience in the finance industry.

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