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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MONEY MANAGERS, INC.

CRD 104529

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7060fded-e630-e3b5-3acb-edb242b1f3e6

Data as of Apr 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Apr 6, 2026
12 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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=3.0
Regulatory AUM: $147MItem 5.F on the latest filing (2026-04-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $97.3M
Private client RAUM: $147MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $48.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 602
Individual clients: 330
High net worth clients: 35
SEC number: 801-134024
CIK: 104529
CRD: 104529
Filings on the tape: 12
First filed: Mar 29, 2012
Latest filed: Apr 6, 2026
Organised: Corporation, TX
Website: moneymanagersinctx.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TERESA JENSEN WHITE	Certified Financial Planner	SAN ANTONIO, TX	17	45	2	yes
RANDALL JAMES REINAGEL	n/a	SAN ANTONIO, TX	16	30	3	yes
CODY THOMAS HEFFRON	n/a	SAN ANTONIO, TX	3	10	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WHITE, TERESA, JENSEN	CEO, CHIEF COMPLIANCE OFFICER	E	yes	12/2009	Mar 29, 2012	Jun 20, 2012
REINAGEL, RANDALL, JAMES	President	Na	no	12/2009	Mar 29, 2012	Jun 20, 2012

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 6, 2026	$147M	$97.3M	5	4	1	n/a	n/a
2011	Mar 29, 2012	$76.7M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$147M	n/a	n/a	n/a	n/a	5	n/a	1	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEXT FINANCIAL GROUP, INC.	2	May 30, 2025	May 2, 2023	AUSTIN, TX	Team lift out	Other	0.8%

Relationships

Registered with (4)

← CODY THOMAS HEFFRONAdvisorregistration: current employment
May 2, 2023 to presentfactForm ADV
← RANDALL JAMES REINAGELAdvisorregistration: current employment
Jan 8, 2010 to presentfactForm ADV
← TERESA JENSEN WHITEAdvisorregistration: previous registration
Jan 1, 2006 to Dec 31, 2008factForm ADV
← JOSEPH BEDFORD JAMESAdvisorregistration: previous registration
Feb 2, 2009 to Mar 8, 2010factForm ADV

Moved with (1)

← NEXT FINANCIAL GROUP, INC.Registered adviser2 advisors, team lift out, same day
May 30, 2025 to May 2, 2023factForm ADV

Controls (1)

← WHITE, TERESA, JENSENOwnerCEO, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Jun 20, 2012factForm ADV

Owns (1)

← REINAGEL, RANDALL, JAMESOwnerPRESIDENT, ownership code NA, individual
Mar 29, 2012 to Jun 20, 2012factForm ADV

Dated events

Occurred
May 30, 2025
Team lift-out
2 advisors left Next Financial Group, Inc. (Austin, TX) for Money Managers, Inc. on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7060fded-e630-e3b5-3acb-edb242b1f3e6
First observed: Mar 29, 2012
Last observed: Apr 6, 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.

MONEY MANAGERS, INC.

CRD 104529

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7060fded-e630-e3b5-3acb-edb242b1f3e6

Data as of Apr 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TERESA JENSEN WHITE

Certified Financial Planner

SAN ANTONIO, TX

yes

RANDALL JAMES REINAGEL

n/a

SAN ANTONIO, TX

yes

CODY THOMAS HEFFRON

n/a

SAN ANTONIO, TX

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WHITE, TERESA, JENSEN

CEO, CHIEF COMPLIANCE OFFICER

yes

12/2009

Mar 29, 2012

Jun 20, 2012

REINAGEL, RANDALL, JAMES

President

12/2009

Mar 29, 2012

Jun 20, 2012

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 6, 2026

$147M

$97.3M

n/a

2011

Mar 29, 2012

$76.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$147M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEXT FINANCIAL GROUP, INC.

May 30, 2025

May 2, 2023

AUSTIN, TX

Team lift out

Other

0.8%