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MONEY MANAGERS, INC.
CRD 104529File 801-134024
APPROVED
Retail clients
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$146.6M
Bottom 25% of cohort (national)
Discretionary AUM
$97.3M
Non-discretionary $49.3M
Clients
365
602 accounts
Employees
5
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 28, 2025
- Principal office
- 15303 HUEBNER RD., BLDG. 10, SAN ANTONIO, TX, 78248
- Phone
- (210)349-9494
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.6M
- Discretionary AUM
- $97.3M
- Non-discretionary AUM
- $49.3M
- Discretionary accounts
- 489
- Non-discretionary accounts
- 113
- Total accounts
- 602
- AUM per client
- $402K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $88.7M |
| Individuals (other than high net worth individuals) | 330 | $57.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.