RIA Intelligence

SOUTHWESTERN MONEY MANAGEMENT LLC

CRD #304033 SEC #801-117271 SAN ANTONIO, TX 210-344-3400
SEC Registered
Total AUM
$45.4M
Discretionary
$45.4M
Employees
3
Clients
25
Accounts
17

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
LEWIS, BRUCEICHIEF COMPLIANCE OFFICERNA
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control
BIGLARI CAPITAL CORP.DEPARENT COMPANY OF SOUTHWESTERN MONEY MANAGEMENT LLCE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control
BIGLARI, SARDARIBIGLARI CAPITAL CORP.E Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (1)

TX

Address

19100 RIDGEWOOD PARKWAY
SUITE 1200
SAN ANTONIO, TX 78259
United States
Phone: 210-344-3400