| South Texas Money Management, Ltd. is a RIA based in Central San Antonio, TX with $2B in AUM and with 22 advisors nationwide. |
| Name | Start Date |
|---|---|
| Barbara Gail Dickson Ms. | Oct 2008 |
| Benjamin Bentley Napier | Feb 2011 |
| Catherine M Ritter | Jul 2010 |
| Christina T Kahn | Apr 2009 |
| Connie Ann Penaflor-Foster | Mar 2011 |
*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.
| Name | Title | Tenure Date |
|---|---|---|
| Jeanie Wyatt | Chief Executive Officer/Chief Investment Officer/Limited Partner | 10/01/2000 |
| Weiss, Ronald, Baruch | Chief Financial Officer | 11/01/2009 |
| Romero, Michelle, Villasenor | Managing Director/Limited Partner | 06/01/2006 |
| John Lance Lahourcade | Managing Director | 04/01/2011 |
| James Robert Kee | President | 04/01/2011 |
No firm affiliates listed.
| Address: |
100 W. Olmos Dr. Ste 101 San Antonio , TX 78212 |
|---|---|
| Phone Number: | 210-824-8916 |
| Other Offices Address | City | State | Zip |
|---|---|---|---|
| 5000 Plaza on the Lake | Austin | TX | 78746 |
| 720 N. Post Oak, | Houston | TX | 77024 |
| 1901 N. Akard Street | Dallas | TX | 75201 |
| Type: | Investment Adviser Firm |
| HQ: | San Antonio, TX |
| Employees: | About 55 |
| Total Assets: | $1.8B |
| Website: |
| Individuals | |
| High Net Worth Individuals | |
| Banking or Thrift Institutions | |
| Pension and Profit Sharing Plans | |
| Corporations or Other Businesses | |
| Charitable Organizations | |
| Other Investment Advisors |
No professional designations listed.
No membership associations listed.
No services listed.
