SOUTHWEST INVESTMENT ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $386.9M |
| Discretionary | $386.9M100% of AUM |
| Client Accounts | 1,162 |
| Avg Account Size | $333K |
| Employees | 5 |
| Peak AUM | $386.9MMar 2026 |
| AUM CAGR | +17.6% /yrover 5 yrs · 12 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $387M | +18.8% | +18.0% | +17.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $386.9M |
| Discretionary | $386.9M |
| Employees | 5 |
| Client Accounts | 1162 |
| Client Range | 11-25 |
Contact & Location
Address
7594 N LA CHOLLA
TUCSON AZ 85741
Phone
520-544-2500
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$387M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported