This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$48.3MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$48.3M

Private client RAUM

$48.3MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$48.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

19

High net worth clients

19

SEC number

801-117271

CRD

304033

Filings on the tape

13

First filed

Jul 31, 2019

Latest filed

Mar 30, 2026

Organised

Limited Liability Company, DE

Website

southwesternmoney.com

• Occurred

  Aug 13, 2019
  Control person joined

  Sardar Biglari (Founder, Ceo And Chairman Of Biglari Capital Corp.) appeared on Schedule A of Southwestern Money Management Llc

  Form ADVobserved 4 days ago
• Occurred

  Jul 31, 2019
  First Form ADV filing

  Southwestern Money Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3fc15792-878d-58e8-ffcf-daa6582a6357

First observed

Jul 31, 2019

Last observed

Mar 30, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.