SWBC INVESTMENT COMPANY
CRD #140994 SEC #801-68054 SAN ANTONIO, TX 210-376-3279
SEC Registered Broker-Dealer Private Funds
Total AUM
$229.2M
Discretionary
$229.2M
Employees
28
Clients
10
Accounts
406
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $229.2M | $229.2M | $0 | 28 | 0 |
| May 2024 | $345.8M | $345.8M | $0 | 35 | 0 |
| Mar 2024 | $345.8M | $345.8M | $0 | 35 | 0 |
| Dec 2023 | $380.1M | $255.8M | $124.3M | 45 | 0 |
| Sep 2023 | $380.1M | $255.8M | $124.3M | 45 | 0 |
| Mar 2023 | $255.8M | $255.8M | $0 | 45 | 0 |
| Apr 2022 | $205M | $203.7M | $1.3M | 45 | 0 |
| Jun 2021 | $180.3M | $180.3M | $0 | 45 | 0 |
| May 2021 | $180.3M | $180.3M | $0 | 45 | 0 |
| Mar 2021 | $180.3M | $180.3M | $0 | 45 | 0 |
| Dec 2020 | $160.1M | $71.5M | $88.6M | 31 | 48 |
| Nov 2020 | $160.1M | $71.5M | $88.6M | 31 | 48 |
| Jun 2020 | $160.1M | $71.5M | $88.6M | 31 | 48 |
| Mar 2020 | $160.1M | $71.5M | $88.6M | 31 | 48 |
| Aug 2019 | $151.9M | $79M | $72.9M | 50 | 295 |
| Jul 2019 | $151.9M | $79M | $72.9M | 50 | 295 |
| Mar 2019 | $151.9M | $79M | $72.9M | 50 | 295 |
| Sep 2018 | $145.4M | $52M | $93.4M | 57 | 275 |
| Aug 2018 | $145.4M | $52M | $93.4M | 57 | 275 |
| Apr 2018 | $145.4M | $52M | $93.4M | 57 | 275 |
| Mar 2018 | $204M | $58.1M | $146M | 59 | 300 |
| Jan 2018 | $204M | $58.1M | $146M | 59 | 300 |
| Aug 2017 | $122.1M | $16.2M | $105.9M | 59 | 300 |
| Jul 2017 | $122.1M | $16.2M | $105.9M | 59 | 300 |
| Mar 2017 | $122.1M | $16.2M | $105.9M | 59 | 300 |
| Aug 2016 | $143.2M | $35.8M | $107.4M | 58 | 200 |
| Jun 2016 | $143.2M | $35.8M | $107.4M | 58 | 200 |
| Mar 2016 | $143.2M | $35.8M | $107.4M | 58 | 200 |
| Sep 2015 | $130.9M | $0 | $130.9M | 55 | 200 |
| Mar 2015 | $130.9M | $0 | $130.9M | 55 | 200 |
| Jul 2014 | $242.1M | $0 | $242.1M | 55 | 200 |
| Mar 2014 | $242.1M | $0 | $242.1M | 55 | 200 |
| Apr 2013 | $141M | $0 | $141M | 37 | 200 |
| Mar 2012 | $123.1M | $123.1M | $0 | 51 | 200 |
| Mar 2011 | $190.6M | $0 | $190.6M | 51 | -- |
| Mar 2010 | $150.3M | $0 | $150.3M | 51 | -- |
| Mar 2009 | $58.5M | $0 | $58.5M | -- | -- |
DateMar 2025
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees28
Clients0
DateMay 2024
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees35
Clients0
DateMar 2024
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees35
Clients0
DateDec 2023
Total AUM$380.1M
Discretionary$255.8M
Non-Disc.$124.3M
Employees45
Clients0
DateSep 2023
Total AUM$380.1M
Discretionary$255.8M
Non-Disc.$124.3M
Employees45
Clients0
DateMar 2023
Total AUM$255.8M
Discretionary$255.8M
Non-Disc.$0
Employees45
Clients0
DateApr 2022
Total AUM$205M
Discretionary$203.7M
Non-Disc.$1.3M
Employees45
Clients0
DateJun 2021
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees45
Clients0
DateMay 2021
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees45
Clients0
DateMar 2021
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees45
Clients0
DateDec 2020
Total AUM$160.1M
Discretionary$71.5M
Non-Disc.$88.6M
Employees31
Clients48
DateNov 2020
Total AUM$160.1M
Discretionary$71.5M
Non-Disc.$88.6M
Employees31
Clients48
DateJun 2020
Total AUM$160.1M
Discretionary$71.5M
Non-Disc.$88.6M
Employees31
Clients48
DateMar 2020
Total AUM$160.1M
Discretionary$71.5M
Non-Disc.$88.6M
Employees31
Clients48
DateAug 2019
Total AUM$151.9M
Discretionary$79M
Non-Disc.$72.9M
Employees50
Clients295
DateJul 2019
Total AUM$151.9M
Discretionary$79M
Non-Disc.$72.9M
Employees50
Clients295
DateMar 2019
Total AUM$151.9M
Discretionary$79M
Non-Disc.$72.9M
Employees50
Clients295
DateSep 2018
Total AUM$145.4M
Discretionary$52M
Non-Disc.$93.4M
Employees57
Clients275
DateAug 2018
Total AUM$145.4M
Discretionary$52M
Non-Disc.$93.4M
Employees57
Clients275
DateApr 2018
Total AUM$145.4M
Discretionary$52M
Non-Disc.$93.4M
Employees57
Clients275
DateMar 2018
Total AUM$204M
Discretionary$58.1M
Non-Disc.$146M
Employees59
Clients300
DateJan 2018
Total AUM$204M
Discretionary$58.1M
Non-Disc.$146M
Employees59
Clients300
DateAug 2017
Total AUM$122.1M
Discretionary$16.2M
Non-Disc.$105.9M
Employees59
Clients300
DateJul 2017
Total AUM$122.1M
Discretionary$16.2M
Non-Disc.$105.9M
Employees59
Clients300
DateMar 2017
Total AUM$122.1M
Discretionary$16.2M
Non-Disc.$105.9M
Employees59
Clients300
DateAug 2016
Total AUM$143.2M
Discretionary$35.8M
Non-Disc.$107.4M
Employees58
Clients200
DateJun 2016
Total AUM$143.2M
Discretionary$35.8M
Non-Disc.$107.4M
Employees58
Clients200
DateMar 2016
Total AUM$143.2M
Discretionary$35.8M
Non-Disc.$107.4M
Employees58
Clients200
DateSep 2015
Total AUM$130.9M
Discretionary$0
Non-Disc.$130.9M
Employees55
Clients200
DateMar 2015
Total AUM$130.9M
Discretionary$0
Non-Disc.$130.9M
Employees55
Clients200
DateJul 2014
Total AUM$242.1M
Discretionary$0
Non-Disc.$242.1M
Employees55
Clients200
DateMar 2014
Total AUM$242.1M
Discretionary$0
Non-Disc.$242.1M
Employees55
Clients200
DateApr 2013
Total AUM$141M
Discretionary$0
Non-Disc.$141M
Employees37
Clients200
DateMar 2012
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees51
Clients200
DateMar 2011
Total AUM$190.6M
Discretionary$0
Non-Disc.$190.6M
Employees51
Clients--
DateMar 2010
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees51
Clients--
DateMar 2009
Total AUM$58.5M
Discretionary$0
Non-Disc.$58.5M
Employees--
Clients--