Swbc Investment Company

$256MAssets under management
as of Mar 2026 · SEC Form ADV
San Antonio, TX
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No one at Swbc Investment Company has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $115M held · filed May 2024
Pershing
Per Form ADV · $81M held · filed May 2024
Schwab
Per Form ADV · $59M held · filed May 2024