Southwest Money Management Inc
- Regulatory AUM
- $288M
- Discretionary
- $288M
- Clients
- 5
- Avg AUM / client
- $57.6M
- Accounts
- 5
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 5 | $288M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Teamsters Local Union No 572 Retirement Benefit Pl Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla | 2024 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nance, Bruce, Shelton | Ceo, Cfo, Coo, Clo | Jun 1980 (46y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Teamsters Local Union No 572 Retirement Benefit Pl | Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla | 1,752 | $5.1M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Stifel Nicolaus $142M (49% of AUM) Feb 2026
- Raymond James $38.0M (13% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗