AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,486 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 123 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 1,609 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| NOBLR RISK MANAGEMENT, LLC | $0.0 | - | |
| NOBLR, INC. | $0.0 | - | |
| NOBLR INSURANCE SERVICES, LLC | $0.0 | - | |
| NOBLR RECIPROCAL EXCHANGE | $0.0 | - | |
| USAA LIFE INSURANCE COMPANY | $0.0 | - | |
| CATASTROPHE REINSURANCE COMPANY | $0.0 | - | |
| USAA ANNUITY SERVICES CORPORATION | $0.0 | - | |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $0.0 | - | |
| USAA LIFE INSURANCE COMPANY OF NEW YORK | $0.0 | - | |
| USAA SAVINGS BANK | $0.0 | - | |
| USAA GENERAL INDEMNITY COMPANY | $0.0 | - | |
| GARRISON PROPERTY AND CASUALTY INSURANCE COMPANY | $0.0 | - | |
| USAA CAPITAL CORPORATION | $0.0 | - | |
| USAA COUNTY MUTUAL INSURANCE | $0.0 | - | |
| USAA FEDERAL SAVINGS BANK | $0.0 | - | |
| ENTERPRISE INDEMNITY CAPTIVE INSURANCE COMPANY, INC. | $0.0 | - | |
| USAA INSURANCE AGENCY, INC. | $0.0 | - | |
| USAA LIFE GENERAL AGENCY, INC. | $0.0 | - | |
| USAA CASUALTY INSURANCE COMPANY | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 active
| Name | Title |
|---|---|
| WHITE, WILLIAM SWEENEY | PRESIDENT, VICE-CHAIRMAN, DIRECTOR |
| MUIR, JAMES DYER | CHIEF COMPLIANCE OFFICER |
| FLORES, JENNIFER MARGRET | FINOP AND PRINCIPAL FINANCIAL OFFICER |
| BORDOVSKY, AUBREY LAWRENCE JR | ASSISTANT VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER |
| BEALL, KEVIN DOUGLAS | ASSISTANT VICE PRESIDENT, DIRECTOR |
| STORK, MARY ELIZABETH | DIRECTOR, SENIOR VICE PRESIDENT |
| HANKS, KAREN ELIZABETH | DIRECTOR, VICE PRESIDENT |
| CARTER, BRANDON DANE | DIRECTOR, CHAIRMAN OF THE BOARD |
| CIAS, FRANK | CHIEF LEGAL OFFICER |
| MATTHYS, SHEILA ANNE | SECRETARY |
ADVDB.CO • SOURCE: SEC
111 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GREGORY JENSCHKE | SAN ANTONIO | TX | S63|2001-08-23|S65|2007-01-31 | ||||||
| MARCUS LAGUARDIA | SAN ANTONIO | TX | S63|1995-07-28|S65|2002-10-17 | CERTIFIED FINANCIAL PLANNER | |||||
| ALEXANDER GREANIAS | SAN ANTONIO | TX | S63|2020-06-10|S66|2021-01-07 | ||||||
| PAUL QUICHOCHO | SAN ANTONIO | TX | S63|2000-04-14|S65|2005-10-05 | ||||||
| RAUL SANTOS | SAN ANTONIO | TX | S63|1992-06-06|S65|2007-12-28 | ||||||
| RANDY JASO | SAN ANTONIO | TX | S63|2003-04-09|S65|2007-07-06 | ||||||
| MACDONALD ETUGBO | SAN ANTONIO | TX | S63|1996-12-19|S65|2002-02-08 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| MARISOL SANCHEZ | SAN ANTONIO | TX | S63|2001-10-05|S66|2010-11-13 | ||||||
| BRYAN MAGERKURTH | SAN ANTONIO | TX | S65|2008-03-26|S66|2005-04-25 | ||||||
| CHRISTOPHER SANCHEZ | SAN ANTONIO | TX | S66|2009-06-16 | ||||||
| MARY MEDLIN | SAN ANTONIO | TX | S63|1997-02-10 | ||||||
| TRAVIS DOYLE | SAN ANTONIO | TX | S63|2001-04-17|S65|2011-06-23 | ||||||
| CARL OHLENBUSCH | SAN ANTONIO | TX | S63|2001-05-11|S65|2006-04-19 | ||||||
| STEVEN NOLAN | SAN ANTONIO | TX | S63|1998-09-21|S65|2006-05-15 | ||||||
| DAVID PARSONS | SAN ANTONIO | TX | S63|2000-04-05|S65|2008-09-16 | ||||||
| WHITNEY MOLDENHAUER | SAN ANTONIO | TX | S63|2008-06-24|S65|2011-08-01 | ||||||
| EUNICE ARMSTRONG | SAN ANTONIO | TX | S66|2006-06-23 | ||||||
| JESSICA LAINHART | SAN ANTONIO | TX | S63|2008-08-21|S65|2009-01-26 | ||||||
| APRIL SEMONES | SAN ANTONIO | TX | S63|2013-10-02|S66|2014-10-27 | ||||||
| CLAUDE VILLARREAL | SAN ANTONIO | TX | S63|1997-09-26|S65|2007-03-20 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $0.0 | $0.0 | 0% | 154 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 154 | 0 | 0% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 154 | 0 | 0% |
| 2020-04-01 | $24.7 | -$24.7 | -100% | 1,189 | -1,035 | -87% |
| 2019-04-01 | $23.1 | -$23.1 | -100% | 1,560 | -1,406 | -90% |
| 2018-04-02 | $25.3 | -$25.3 | -100% | 1,729 | -1,575 | -91% |
| 2017-04-01 | $25.2 | -$25.2 | -100% | 484 | -330 | -68% |
| 2016-04-01 | $23.3 | -$23.3 | -100% | 505 | -351 | -70% |
| 2015-04-01 | $22.9 | -$22.9 | -100% | 498 | -344 | -69% |
| 2014-04-01 | $20.1 | -$20.1 | -100% | 350 | -196 | -56% |
| 2013-04-01 | $12.0 | -$12.0 | -100% | 266 | -112 | -42% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, AK-10/26/2022, AL-10/19/2022, AR-10/26/2022, AZ-08/03/2022, CA-10/05/2022, CO-08/03/2022, CT-10/26/2022, DC-10/26/2022, DE-10/26/2022, FL-08/03/2022, GA-10/26/2022, HI-10/26/2022, IA-10/26/2022, ID-10/26/2022, IL-10/25/2022, IN-10/26/2022, KS-10/26/2022, KY-10/26/2022, LA-10/19/2022, MA-10/26/2022, MD-10/05/2022, ME-10/26/2022, MI-10/19/2022, MN-10/26/2022, MO-10/26/2022, MS-10/26/2022, MT-10/26/2022, NC-10/05/2022, ND-10/26/2022, NE-10/19/2022, NH-10/19/2022, NJ-10/26/2022, NM-10/05/2022, NV-10/26/2022, NY-10/26/2022, OH-10/26/2022, OK-10/26/2022, OR-10/26/2022, PA-10/19/2022, RI-10/19/2022, SC-10/26/2022, SD-10/26/2022, TN-10/26/2022, TX-08/03/2022, UT-10/26/2022, VA-10/05/2022, VT-10/26/2022, WA-10/05/2022, WI-10/26/2022, WV-10/26/2022, WY-10/26/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING |
| OTHER ACTIVITIES |
|
BROKER DEALER |
ADVDB.CO • SOURCE: SEC FORM ADV