South Texas Money Management, Ltd. is a large advisory firm based in San Antonio. It manages $3.39 billion of regulatory assets for 3,258 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.
South Texas Money Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of South Texas Money Management, Ltd. is $3.39 billion. The firm's AUM has grown by 6554% since the beginning of its operation, and $1.95 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay South Texas Money Management, Ltd. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of James Robert Kee is high net worth individuals with 651 clients and $2.12 billion of assets under management. Among the 13 most similar advisory firms, South Texas Money Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $3.39 billion for 1,582 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
South Texas Money Management doesn't advise any private funds.
The company employs 62 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. 23 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Robert Kee has been acting as President since 1 Apr 2011. Earl C. Rabke Iii. joined the executive team most recently as the Trustee.
The principal office where South Texas Money Management, Ltd. performs its advisory services is located at 700 N. St. Mary's Street, Suite 100, San Antonio, TX 78205, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 210-824-8916 or by fax 210-824-8718. The normal business hours are 8:00 am to: 5:00 pm on Monday - Friday. You can find more information about the New York firm at stmmltd.com.