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South Texas Money Management, Ltd.

South Texas Money Management, Ltd. is a RIA based in San Antonio, TX with $2B in AUM and with 24 advisors nationwide.

Advisors (24)

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Name Start Date
James Hutchison Bryan Oct 2009
Lisa Kaye Ivie Miller Sep 2012
Lisa Dawn Fox Jul 2006
Elizabeth Calvert Hickman Jun 2003
John Lance Lahourcade Oct 2006
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


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  •   Jeanie Wyatt (50% to 75%)
  •   Unknown
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Jeanie Wyatt Chief Executive Officer/Chief Investment Officer/Limited Partner 10/01/2000

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

700 N. St. Mary's Street, Suite 100
San Antonio , TX 78205
Phone Number: 210-824-8916
Other Offices Address City State Zip
1901 N. Akard Street Dallas TX 75201
5000 Plaza on the Lake Austin TX 78746
720 N. Post Oak, Houston TX 77024

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets