SWBC INVESTMENT COMPANY

San Antonio, United States · CRD 140994

SEC-registered investment adviser since 2007 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$256.0m
Main clients (by assets)High net worth individuals 70%, Individuals 8%, Private funds 2%
Private funds1 · $6.2m gross assets
Websiteswbc.com
Form ADV · 2026-03-31SEC adviser record

Kindprivate equity, wealth
Others nearbySan Antonio, TX, Austin, TX, Garland, TX, Desoto, TX
FamilySWBC INVESTMENT COMPANY · 2 related pages

As an employer

Staff (Form ADV)33 · 17 in investment roles
Offices in1 country
Private fundsprivate equity 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
San Antonio, TX (main office)United States	United States	about 14
Austin, TXUnited States	United States	1
Dallas, TXUnited States	United States	1
Garland, TXUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.