1900 Wealth
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 175346
- Registered since
- September 2, 2015
- Website
- 1900wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI54.18%
- Banking / Thrift Institutions27.9%
- Charitable Organizations12.44%
- Pooled Investment Vehicles2.91%
- Individuals2.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
1900 Wealth is an independent registered investment adviser that also operates a real estate fund business. Founded in 2015 as an LLC, the firm serves both individuals and families as well as institutional clients. Its advisory services span comprehensive financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, selection of sub‑advisers, and pension consulting. The firm charges fees in multiple ways — percentage of AUM, hourly and fixed fees, and it may accept performance‑based compensation for some engagements. 1900 Wealth reports affiliations with banking or thrift institutions and acts as a general partner/managing member for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Cash & Cash Equivalents18%
- US Government Bonds9%
- Private Funds9%
- Exchange Traded Equities5%
Owners & executives
2 of 2
Todd Brockwell
Chief Executive OfficerCRD 6711710
Richard Dullnig
Chief Compliance OfficerCRD 2215594
Contacts
3 of 20
Christopher Kardys
Senior Vice PresidentCRD 7093432
Caroline Satel
Investment AdvisorCRD 7053649
Austin Kroll
Senior Vice PresidentCRD 6398452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 162Active vs passive
$2.2B in ETFs
31%
$679M
20%
$1.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $531M | 6,044,624 | 24.26% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 1900 Broadway St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Titleist Asset Management, LLC
RIASan Antonio, TX
Frost Investment Services
RIASan Antonio, TX
Alamo Advisors, LP
RIASan Antonio, TX
S.B. Value Partners, L.P.
RIASan Antonio, TX
Applied Finance Advisors, LLC
RIASan Antonio, TX
Frost Investment Advisors, LLC
RIASan Antonio, TX