9AT: SOUTHWESTERN MONEY MANAGEMENT LLC

Advisers
SOUTHWESTERN MONEY MANAGEMENT LLC
Summary

SOUTHWESTERN MONEY MANAGEMENT LLC

SOUTHWESTERN MONEY MANAGEMENT LLC

Summary Contacts Filings Brochure Private Funds Service Providers

Login Required

Dear User,

In order to view news relating to specific advisers, you must be a registered user on our site. You can register for free here.

By registering on our site, you will have access to additional pages and functionality such as our searchable news database, brochure analysis and adviser compare. Additionally, you will be able to create a watchlist and receive customizable alerts on up to 10 advisers. For more information, see our registration & pricing policy.

Login Required

Dear User,

In order to view customized alerts for specific advisers, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view the brochure section of this adviser’s Form ADV, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view this page, you must be a licensed user on our site.

Licensed users have access to adviser contact information, service provider data, and new adviser and fund registrations. For more information, request a call or demo here.

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 09/12/2019
ADV Location	SAN ANTONIO, TX, United States
Contact Info	210 xxxxxxx
Websites

Details

http://www.southwesternmoney.com

AUM^*	48,349,956 21%
of that, discretionary	48,349,956 21%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	2,544,735 8%
% High Net Worth	100.00%
SMA’s	No
Private Funds	0

Adviser Type

- Related adviser

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

48M 41M 35M 28M 21M 14M 7M

2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

The Adviser is an investment advisory company founded in 2019 and located in San Antonio, Texas. The Adviser is solely owned by Biglari Capital Corp., an investment adviser registered with the SEC whose sole principal owner is Sardar Biglari. The Adviser offers discretionary investment advisory services to a broad range of clients with respect to portfolios comprised of equity or equity and fixed income securities based on the client’s return requirement and risk profile. Financial planning and investment consulting services are offered to individuals whose assets are not under management with the Adviser. Every client is assigned a dedicated investment

counselor who will get to know the client and will be available to answer questions, including in person, in line with client expectations as to timing and manner of communication. The Adviser’s advisory services are further described below under Item 8 “Methods of Analysis, Investment Strategies and Risk of Loss.” As of December 31, 2022, the Adviser managed approximately $2 million in regulatory assets under management – all on a discretionary basis. The information provided about the Adviser in this brochure is qualified in its entirety by reference to the Adviser’s portfolio management agreements with clients.

Subscription Required

Dear User,

In order to use the export functionality a paid subscription to our site is required. You can subscribe here.

By subscribing to our site, you will have access to all data in our database, with export capability. Additionally, you will be able to retain multiple watchlists and receive customizable alerts on up to 50 advisers. For more information, see our registration & pricing policy.

SOUTHWESTERN MONEY MANAGEMENT LLC

SOUTHWESTERN MONEY MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

Need help?

Send a question to 9AT support.