# Money Managers, Inc.

> Money Managers, Inc. is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 104529
- Filed as: MONEY MANAGERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104529
- AdvisorCensus page: https://advisorcensus.com/firm/money-managers-inc-san-antonio-tx-104529

## Quick answers

**How is Money Managers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Money Managers, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Money Managers, Inc. charge?**
Its Form ADV Part 2A brochure dated April 6, 2026 states: Flat fee: $1 to $25,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Money Managers, Inc. located?**
Money Managers, Inc.'s principal office is in San Antonio, TX, according to its Form ADV.

**Is Money Managers, Inc. registered with the SEC or a state?**
Money Managers, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 104529.

**How much does Money Managers, Inc. manage?**
Money Managers, Inc. reports $146,610,211 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (66% discretionary).

**How have Money Managers, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Money Managers, Inc.: Regulatory assets under management: $123,168,397 in the October 2025 data and $146,610,211 in the October 2026 data, up 19%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Money Managers, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (330); high net worth individuals (35).

**Which custodians does Money Managers, Inc. use?**
Money Managers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Money Managers, Inc. report any disciplinary disclosures?**
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/104529

**What changed in Money Managers, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Changed its legal name from Money Managers, Inc to Money Managers, Inc.. Regulatory assets under management went from $123,168,397 to $146,610,211 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 6, 2026)

- Flat fee: $1 to $25,000 (financial planning services)

> We charge a fixed fee for financial planning services, which generally ranges between $1 - $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $146,610,211
- Discretionary: $97,345,199
- Non-discretionary: $49,265,012

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 330 | $57,865,727 |
| High net worth individuals | 35 | $88,744,484 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moneymanagersinctx.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $123,168,397 | 5 | June 27, 2025 |
| October 2026 | $146,610,211 | 5 | April 6, 2026 |

Regulatory assets under management: $123,168,397 in the October 2025 data and $146,610,211 in the October 2026 data, up 19%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Changed its legal name from Money Managers, Inc to Money Managers, Inc..
- Regulatory assets under management went from $123,168,397 to $146,610,211 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Managers, Inc. (CRD 104529): Form ADV filing data as of October 2026.