RIA Intelligence

SOUTHWEST INVESTMENT ADVISORS, INC.

CRD #312685 SEC #801-120406 TUCSON, AZ 520-544-2500
SEC Registered
Total AUM
$325.7M
Discretionary
$325.7M
Employees
4
Clients
10
Accounts
1,156

Firm Details

Organization Type
Corporation
State of Formation
Arizona
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
KUSLER, ALEXANDRA, FARQUHARISHAREHOLDERD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control
Zich, Richard, JohnIPRESIDENT, CCOD Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (37)

AL AZ CA CO CT DC DE FL GA IA ID IL IN KS KY MD MI MN MO NC ND NE NM NV NY OH OK OR PA SC SD TN TX UT VA WA WI

Address

7594 N LA CHOLLA
TUCSON, AZ 85741
United States
Phone: 520-544-2500