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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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/.