Swbc Investment Services, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 133715
- Registered since
- May 31, 2005
- Website
- www.swbc.com
Firm profile
FINTRXOverview
Swbc Investment Services, LLC is organized as a limited liability company and is registered with the SEC since 2005. Public profile fields are sparse: the firm is listed as owned by a domestic entity and an individual, and its classification in the source data is unclassified. The profile flags the firm as not an active ESG investor, not a multi-state adviser, not a capital allocator, not a pension consultant, and not a related adviser. The firm did not provide published details about its client segments, fee schedule, core business activities, or advisory offerings in the FINTRX entry.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Joan Cleveland
President and CEOCRD 1740453

Donald Rykert
CEO and Managing DirectorCRD 2128744
Contacts
3 of 23
Kyle Hittle
Wealth AdvisorCRD 7886929

Hunter Darling
Wealth AdvisorCRD 8035786

Joshua Lynch
Director Of Portfolio ManagementCRD 5681679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 9311 San Pedro Ave
- Time zone
- CT (UTC-6)
- Office locations
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