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Roger Scott Sawtelle (San Antonio)


Roger Scott Sawtelle is a large advisory firm based in San Antonio. It manages $114 million of regulatory assets for 682 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arkansas and Texas.

Roger Scott Sawtelle provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Roger Scott Sawtelle: assets under management

The assets under management (AUM) of Roger Scott Sawtelle is $114 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 192% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $114 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.16 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roger Scott Sawtelle for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Antonio

The principal office where Roger Scott Sawtelle performs its advisory services is located at 1250 Ne Loop 410, San Antonio, TX 78209, 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 210-822-5252 or by fax 800-915-9059. The normal business hours are 8:00-5pm on Monday - Friday.


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