firm profile
Swbc Investment Company
Overview
Swbc Investment Company is an SEC registered investment adviser based in San Antonio, TX, registered since 2007. It reports $256M in assets under management across 494 accounts, with 33 employees. It has 16 investment adviser representatives.
- Reported AUM
- $256M
- Discretionary
- 77%
- Accounts
- 494
- Average account
- $518K
- Employees
- 33
- Advisory reps
- 16
- Registered since
- 2007
- Jurisdictions
- 8
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Donald Scott Rykert Chief Executive Officer CRD 2128744
- Charles Epifanio Amato Chairman CRD 2070458
- Alejandro G Ireta Chief Compliance Officer, Chief Operating Officer CRD 5752503
1 more executive officer, with direct contact details
Advisory reps 3 of 16
- Joan Higgins Cleveland Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1740453
- Hunter R Darling Insurance Agent · Registered Rep · Investment Adviser Rep CRD 8035786
- Christopher Robert Dewlen Registered Rep · Investment Adviser Rep CRD 2477217
13 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 9311 San Pedro Ave Ste 600
San Antonio, TX 78216 - County
- Bexar
- Metro area
- San Antonio-New Braunfels, TX
- Region
- South
Registrations
- SEC registered
- Registered in 8 jurisdictions
- Website: swbc.com
Every state, with registration dates
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