# Southwestern Advisory Group

Southwestern Advisory Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** southwesternadvisorygroup.com

## Regulatory record

- **CRD number:** 282950
- **SEC file number:** 801-107352
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282950

## About

SOUTHWESTERN ADVISORY GROUP LLC is an SEC-registered investment adviser in STEPHENVILLE, TX. The firm manages $39 million in assets. It has 1 employee and 1 investment adviser.

## Questions

### What investment stages does Southwestern Advisory Group target?

No investment stage preferences have been disclosed. Without public portfolio data or filings, it is impossible to determine whether the firm targets venture, growth, buyout, real assets, or other stages.

### Where does the wealth behind Southwestern Advisory Group come from?

The origin of the underlying wealth has not been publicly disclosed. No connection to a specific industry, company, or family fortune has been identified in public records.

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Last updated: 2026-07-11T13:09:33.000Z

Canonical page: https://altss.com/profile/southwestern-advisory-group-llc

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