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South Texas Money Management, Ltd.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $3.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $1.0M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

28

name start date
John Lance Lahourcade
October 2004
David Nathan Stix
September 2014
Sherry L Thiltgen
June 2013
Vicki E Love
March 2008
Heather Nicole Ford
July 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jeanie Wyatt Chairman/Limited Partner October, 2000 50% to 75%
    John Lance Lahourcade Managing Director/Limited Partner April, 2011 10% to 25%
    Lisa Dawn Fox Managing Director/Limited Partner May, 2014 less than 5%
    Teri Michaelle Grubb Co-Chief Executive Officer/Limited Partner September, 2011 less than 5%
    Christina S Markell-Balleza Gen Counsel/Limited Partner/Chief Compliance Officer/Co-Chief Executive Officer September, 2011 less than 5%
    Marcy Jean Barnett Chief Financial Officer/ Limited Partner August, 2017 less than 5%
    James Robert Kee President/Chief Economist April, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges