Wealth manager, bank-affiliated · SAN Antonio, TX
1900 Wealth
1900 Wealth Management LLC · SEC-registered investment adviser · CRD 175346 · SEC 801-105469
At a glance
1900 Wealth is an SEC-registered investment adviser based in SAN Antonio, Texas, with $3.1B in regulatory assets under management as of its Form ADV filed August 20, 2026. It reports 454 individual clients, 230 of them high-net-worth, holding an average of about $3.8 million each, and 22 employees. That ranks it 348th among the nation’s 5,657 independent wealth management RIAs and 17th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fifth Third Securities.
Main office 210-736-77701900wealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.1B
- Rank among independent wealth managers
- #348 of 5,657
- Rank among all SEC RIAs
- #2,785 of 17,210
- Rank in Texas
- #17 of 367
- Individual clients
- 454
- High-net-worth clients
- 230
- Accounts
- 1,067
- Discretionary
- 100% of AUM
- Employees
- 22
- Advisory staff
- 20
- Offices
- 3
Owners and executives on its Form ADV
- Andrew J. LewisDirector
- Paul E. McSweenDirector
- Todd L. BrockwellPresident
- Richard R. DullnigChief Compliance Officer
- Teri M. GrubbDirector of Operations & Client Experience
Custody and brokerage
Broker-dealer
No broker-dealer ties
1900 Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 230 | $1.7B | 54% |
| Banking or thrift institutions | – | $857M | 28% |
| Charitable organizations | 31 | $382M | 12% |
| Pooled investment vehicles | 11 | $89M | 3% |
| Individuals | 224 | $79M | 3% |
Private funds
1900 Wealth reports 12 private funds with $68M in gross assets: private equity funds, venture capital funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
1900 Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗1900wealth.com ↗
AtlasMembers
The full record on 1900 Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,337 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Avidian Wealth SolutionsHouston | $4.8B | 1,866 |
| Frost Investment ServicesSAN Antonio | $3.7B | 3,019 |
| Chilton Capital Management LLCHouston | $3.2B | 908 |
| Sfmg Wealth AdvisorsPlano | $3.0B | 968 |
| Legacy Knight MFO, LLCDallas | $2.8B | 20 |
| Paul Comstock PartnersHouston | $2.8B | 109 |
Background
Questions
How much does 1900 Wealth manage?
1900 Wealth reports $3.1B in regulatory assets under management across 1,067 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 20, 2026.
How many clients does 1900 Wealth have?
It reports 454 individual clients: 230 high-net-worth individuals and 224 other individuals. Individuals account for about 57% of its regulatory assets.
Where is 1900 Wealth headquartered?
Its main office is in SAN Antonio, Texas. It reports 3 offices in total and 22 employees, 20 of whom perform investment advisory functions.
How does 1900 Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does 1900 Wealth use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fifth Third Securities. On Schedule D of its Form ADV filed August 20, 2026, it reports these amounts held: Charles Schwab ($2.1B); Fifth Third Securities ($829M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is 1900 Wealth a hybrid RIA with a broker-dealer?
1900 Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is 1900 Wealth a fiduciary?
As an SEC-registered investment adviser, 1900 Wealth owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is 1900 Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →