TPB WEALTH ADVISORS, LLC
CRD #150508 SEC #801-70282 SAN ANTONIO, TX 210-424-8710
SEC Registered Private Funds
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AKHIL, OMAR | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | NA | |
| AKHIL, OMAR | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | NA | |
| AKHIL, OMAR | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | NA | |
| AKHIL, OMAR | I | VICE PRESIDENT | NA | |
| AKHIL, OMAR | I | VICE PRESIDENT | NA | |
| AKHIL, OMAR | I | CHIEF COMPLIANCE OFFICER | NA | |
| AKHIL, OMAR | I | CHIEF COMPLIANCE OFFICER | NA | |
| AKHIL, OMAR | I | CHIEF COMPLIANCE OFFICER | NA | |
| APPLE, AUDIE, GENE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| APPLE, AUDIE, GENE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| APPLE, AUDIE, GENE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| APPLE, AUDIE, GENE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| APPLE, AUDIE, GENE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| APPLE, AUDIE, GENE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| APPLE, AUDIE, GENE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| APPLE, AUDIE, GENE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BUGG, JAMES, BRUCE | I | DIRECTOR | NA | |
| BUGG, JAMES, BRUCE | I | DIRECTOR | NA | |
| BUGG, JAMES, BRUCE | I | DIRECTOR | NA | |
| BUGG, JAMES, BRUCE | I | DIRECTOR | NA | |
| BUGG, JAMES, BRUCE | I | DIRECTOR | NA | |
| BUGG, JAMES, BRUCE | I | DIRECTOR | NA | |
| CANTRELL, BARRY, L | I | VICE PRESIDENT | NA | |
| CANTRELL, BARRY, L | I | VICE PRESIDENT | NA | |
| CANTRELL, BARRY, L | I | VICE PRESIDENT | NA | |
| CANTRELL, BARRY, L | I | VICE PRESIDENT | NA | |
| CHUANG, JENNIFER, TZY-HUOY | I | VICE PRESIDENT | NA | |
| CHUANG, JENNIFER, TZY-HUOY | I | VICE PRESIDENT | NA | |
| CHUANG, JENNIFER, TZY-HUOY | I | VICE PRESIDENT | NA | |
| CHUANG, JENNIFER, TZY-HUOY | I | VICE PRESIDENT | NA | |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS | NA | |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWDER, REBECCA, ANNE | I | PRESIDENT | NA | Control |
| CROWDER, REBECCA, ANNE | I | PRESIDENT | NA | Control |
| CROWDER, REBECCA, ANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| CROWDER, REBECCA, ANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS | NA | Control |
| CROWDER, REBECCA, ANNE | I | VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS | NA | Control |
| CROWDER, REBECCA, ANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| CROWDER, REBECCA, ANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| DELAC, DANIEL, T | I | VICE PRESIDENT | NA | |
| DELAC, DANIEL, T | I | VICE PRESIDENT | NA | |
| DELAC, DANIEL, T | I | VICE PRESIDENT | NA | |
| DELAC, DANIEL, T | I | VICE PRESIDENT | NA | |
| DELAC, DANIEL, T | I | VICE PRESIDENT | NA | |
| DELAC, DANIEL, T | I | VICE PRESIDENT | NA | |
| DELAC, DANIEL, T | I | VICE PRESIDENT | NA | |
| FERNANDEZ, LEONARD, CHAD | I | VICE PRESIDENT | NA | |
| FERNANDEZ, LEONARD, CHAD | I | VICE PRESIDENT | NA | |
| FERNANDEZ, LEONARD, CHAD | I | VICE PRESIDENT | NA | |
| FERNANDEZ, LEONARD, CHAD | I | VICE PRESIDENT | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GIVEN, BRENT, RUSSELL | I | CEO AND DIRECTOR | NA | |
| GONZALES, REGINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALES, REGINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALES, REGINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, J | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| GRUBER, CHARLES, JOHN | I | CHIEF INFORMATION OFFICER | NA | |
| Graves, Sherita | I | CCO | NA | Control |
| Graves, Sherita | I | CCO | NA | Control |
| Graves, Sherita | I | CCO | NA | Control |
| Graves, Sherita | I | CCO | NA | Control |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, KEVIN, MCCLAIN | I | CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| OWNBY, BOB | I | EXECUTIVE VICE PRESEDENT | NA | |
| OWNBY, BOB | I | PRESIDENT | NA | |
| OWNBY, BOB | I | PRESIDENT | NA | |
| OWNBY, BOB | I | PRESIDENT | NA | |
| OWNBY, BOB | I | PRESIDENT | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| OWNBY, ROBERT, G | I | PRESIDENT AND DIRECTOR | NA | |
| SCHOTT, MICHAEL, A | I | COO | NA | Control |
| SCHOTT, MICHAEL, A | I | COO | NA | Control |
| SCHOTT, MICHAEL, A | I | COO | NA | Control |
| SCHOTT, MICHAEL, A | I | COO | NA | Control |
| SCHOTT, MICHAEL, A | I | COO | NA | Control |
| SCHOTT, MICHAEL, A | I | COO | NA | Control |
| SCHOTT, MICHAEL, A | I | COO | NA | Control |
| SCHOTT, MICHAEL, A | I | COO | NA | Control |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY | I | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | NA | |
| SCHWEERS, GARY, LANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHWEERS, GARY, LANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHWEERS, GARY, LANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOLCHER, WHITNEY, E | I | MANAGING DIRECTOR | NA | Control |
| SOLCHER, WHITNEY, E | I | MANAGING DIRECTOR | NA | Control |
| SOLCHER, WHITNEY, E | I | MANAGING DIRECTOR | NA | Control |
| SOLCHER, WHITNEY, E | I | MANAGING DIRECTOR | NA | Control |
| SOLCHER, WHITNEY, E | I | PRESIDENT | NA | Control |
| SOLCHER, WHITNEY, E | I | PRESIDENT | NA | Control |
| SOLCHER, WHITNEY, E | I | MANAGING DIRECTOR | NA | Control |
| SOLCHER, WHITNEY, E | I | PRESIDENT | NA | Control |
| SOLCHER, WHITNEY, E | I | PRESIDENT | NA | Control |
| SOLCHER, WHITNEY, ELIZABETH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SOLCHER, WHITNEY, ELIZABETH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SONDERGELD, AMY, JEAN | I | CHIEF FINANCIAL OFFICER | NA | |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | MANAGING MEMBER | E | Control |
| TEXAS PARTNERS BANK | DE | MANAGING MEMBER | E | Control |
| TEXAS PARTNERS BANK | DE | MANAGING MEMBER | E | Control |
| TEXAS PARTNERS BANK | DE | MANAGING MEMBER | E | Control |
| TEXAS PARTNERS BANK | DE | MANAGING MEMBER | E | Control |
| TEXAS PARTNERS BANK | DE | MANAGING MEMBER | E | Control |
| TEXAS PARTNERS BANK | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| THE BANK OF SAN ANTONIO | DE | MANAGING MEMBER | E | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
| BUGG, JAMES, BRUCE | I | CHAIRMAN AND CEO | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | F | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | F | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | F | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| BUGG, JAMES, BRUCE | I | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | DE | THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | THE BANK OF SAN ANTONIO | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | TEXAS PARTNERS BANK | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | TEXAS PARTNERS BANK | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | TEXAS PARTNERS BANK | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | TEXAS PARTNERS BANK | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | TEXAS PARTNERS BANK | E | Control |
| SOUTHWEST BANCSHARES, INC. | DE | TEXAS PARTNERS BANK | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST HOLDINGS, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
| THE BANK OF SAN ANTONIO | DE | SAN ANTONIO CAPITAL & TRUST COMPANY, LLC | E | Control |
Registrations
Federal
IA
Mar 19, 2024 REGISTERED
Notice Filings (1)
TX
Address
1900 NW LOOP 410SUITE 250
SAN ANTONIO, TX 78213
United States
Phone: 210-424-8710