{
  "crd_number": 175346,
  "slug": "1900-wealth-san-antonio-tx-175346",
  "primary_business_name": "1900 WEALTH",
  "legal_name": "1900 WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-09-02",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-20",
  "carried_forward": false,
  "raum_total": 3071004999.0,
  "raum_discretionary": 3071004999.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 20,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 382021361.0,
      "count": 31
    },
    "individuals": {
      "raum": 78770464.0,
      "count": 224
    },
    "banking_thrift": {
      "raum": 856887941.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1663954369.0,
      "count": 230
    },
    "pooled_investment_vehicles": {
      "raum": 89370864.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://1900directseries.com",
    "https://1900wealth.com",
    "https://jeffersonbank.com",
    "https://linkedin.com/company/1900-wealth",
    "https://linkedin.com/company/monticello-wealth-management",
    "https://monticellowealth.com",
    "https://youtube.com/@1900WealthManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175346",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/1900-wealth-san-antonio-tx-175346",
  "display_name": "1900 Wealth",
  "summary": "1900 Wealth is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.",
  "citation": "AdvisorCensus. 1900 Wealth (CRD 175346): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is 1900 Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 1900 Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is 1900 Wealth located?",
      "a": "1900 Wealth's principal office is in San Antonio, TX, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is 1900 Wealth registered with the SEC or a state?",
      "a": "1900 Wealth is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175346."
    },
    {
      "q": "How much does 1900 Wealth manage?",
      "a": "1900 Wealth reports $3,071,004,999 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have 1900 Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for 1900 Wealth: Regulatory assets under management: $1,320,449,977 in the October 2021 data and $3,071,004,999 in the October 2026 data, up 133%. Total employees: 7 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 1900 Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (230); individuals (other than high net worth individuals) (224); charitable organizations (31)."
    },
    {
      "q": "Which custodians does 1900 Wealth use?",
      "a": "1900 Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fifth Third Securities, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 1900 Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175346"
    },
    {
      "q": "Does 1900 Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 says: \"1900 Wealth does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in 1900 Wealth's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its office addresses in Austin, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1320449977.0,
      "total_employees": 7,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1614257300.0,
      "total_employees": 7,
      "filing_date": "2022-08-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1559746351.0,
      "total_employees": 9,
      "filing_date": "2023-08-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1870769779.0,
      "total_employees": 12,
      "filing_date": "2024-07-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2268162325.0,
      "total_employees": 13,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3071004999.0,
      "total_employees": 22,
      "filing_date": "2026-08-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its office addresses in Austin, TX."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 20.",
        "Regulatory assets under management went from $2,268,162,325 to $3,071,004,999 (+35%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its office addresses in Austin, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "1900 Wealth does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      }
    ],
    "quotes": [
      "1900 Wealth does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fifth Third Securities, Inc.",
      "name_as_filed": "FIFTH THIRD SECURITIES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/1900-wealth-san-antonio-tx-175346.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 224,
      "fewer_than_5": false,
      "raum": 78770464.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 230,
      "fewer_than_5": false,
      "raum": 1663954369.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 856887941.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 89370864.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 31,
      "fewer_than_5": false,
      "raum": 382021361.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175346",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}