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FINSER INVESTMENT ADVISOR
CRD 142570File 801-67528
APPROVED
Filing as of Aug 25, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$1.42B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.42B
Clients
10
10 accounts
Employees
1
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 26, 2007
- Principal office
- 9601 MCALLISTER FWY, SUITE 301, SAN ANTONIO, TX, 78216-4633
- Phone
- 210-224-5492
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.42B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.42B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 10
- Total accounts
- 10
- AUM per client
- $141.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 10 | $1.42B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for 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.