DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Money Managers, Inc.

Independent wealth managerSan Antonio, TexasCRD 104529SEC 801-134024websiteIAPD
Latest filing Apr 6, 2026
First filing on the tape Mar 29, 2012 · 12 filings
SEC status approved since Jul 28, 2025
RAUM
$147M
reported, Item 5.F
Discretionary
66%
of RAUM
Private clients
100%
$147M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$48.9M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$147M as of Apr 6, 2026
Mar 29, 2012$76.7M then
HNW client RAUM$88.7M as of Apr 6, 2026
Jun 27, 2025$57.1M then
State-registered IARs (5.B.3)3 as of Apr 6, 2026
Jun 27, 20253 then
Employees (5.A)5 as of Apr 6, 2026
Jun 27, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 6, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$48.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
122derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.5MderivedHNW RAUM over HNW clients
Average account
$243,539derivedRAUM over accounts (5.F.2.f)
Discretionary
66%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
1.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Wrap fee program
$141MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$88.7M61%
  • Individuals$57.9M39%
Individual clients
330reported
HNW clients
35reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
602reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Teresa Jensen WhiteCertified Financial PlannerSan Antonio, TxFeb 4, 200945 y2
Randall James ReinagelSan Antonio, TxJan 8, 201030 y3
Cody Thomas HeffronSan Antonio, TxMay 2, 202310 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Jensen Teresa White · Ceo, Chief Compliance Officercontrol
      since 12/2009 · owns 75% or more
    • James Randall Reinagel · President
      since 12/2009 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    San Antonio, Tx · principal300
    Offices
    Schedule D 1.F, the 25 largest
    • ,
    ADV anomalies
    1 against comparable advisers; where to look, not conclusions
    • custody status changedChange between filings · filing Apr 6, 2026
      custody of client assets (Item 9.A): yes on the filing of 2026-03-31, no on the filing of 2026-04-06
      peers: independent wealth managers, $100M to $500M (5,676)
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Assets in custody · 145116682.0 to unset
      Mar 31, 2026 to Apr 6, 2026
    • Custody of client assets · true to false
      Mar 31, 2026 to Apr 6, 2026
    • Accounts · 349 to 602
      Dec 12, 2025 to Mar 31, 2026
    • Business name · MONEY MANAGERS INC to MONEY MANAGERS, INC.
      Dec 12, 2025 to Mar 31, 2026
    • Charity clients · 0.0 to unset
      Dec 12, 2025 to Mar 31, 2026
    • Corporate clients · 0.0 to unset
      Dec 12, 2025 to Mar 31, 2026
    • HNW clients · 26 to 35
      Dec 12, 2025 to Mar 31, 2026
    • Individual clients · 319 to 330
      Dec 12, 2025 to Mar 31, 2026
    • Pension plan clients · 0.0 to unset
      Dec 12, 2025 to Mar 31, 2026
    • Pooled vehicle clients · 0.0 to unset
      Dec 12, 2025 to Mar 31, 2026
    • Assets in custody · unset to 145116682.0
      Dec 12, 2025 to Mar 31, 2026
    • Custody of client assets · false to true
      Dec 12, 2025 to Mar 31, 2026
    • Financial planning clients · 51-100 to 0
      Dec 12, 2025 to Mar 31, 2026
    • Legal name · MONEY MANAGERS, INC to MONEY MANAGERS, INC.
      Dec 12, 2025 to Mar 31, 2026
    • Discretionary RAUM · $123M to $97.3M
      Dec 12, 2025 to Mar 31, 2026
    • HNW RAUM · $57.1M to $88.7M
      Dec 12, 2025 to Mar 31, 2026
    • Individual RAUM · $65.4M to $57.9M
      Dec 12, 2025 to Mar 31, 2026
    • Non-discretionary RAUM · $0 to $49.3M
      Dec 12, 2025 to Mar 31, 2026
    • Pension RAUM · 0.0 to unset
      Dec 12, 2025 to Mar 31, 2026
    • RAUM · $123M to $147M
      Dec 12, 2025 to Mar 31, 2026
    • Accounts · 304 to 349
      Jun 20, 2012 to Jun 27, 2025
    • Advisory employees · unset to 4.0
      Jun 20, 2012 to Jun 27, 2025
    • Advisory activities · 7 to 3
      Jun 20, 2012 to Jun 27, 2025
    • BD registered reps · unset to 3.0
      Jun 20, 2012 to Jun 27, 2025
    • Charity clients · unset to 0.0
      Jun 20, 2012 to Jun 27, 2025
    • Corporate clients · unset to 0.0
      Jun 20, 2012 to Jun 27, 2025
    • HNW clients · unset to 26.0
      Jun 20, 2012 to Jun 27, 2025
    • Individual clients · unset to 319.0
      Jun 20, 2012 to Jun 27, 2025
    • Pension plan clients · unset to 0.0
      Jun 20, 2012 to Jun 27, 2025
    • Pooled vehicle clients · unset to 0.0
      Jun 20, 2012 to Jun 27, 2025
    • Commission compensation · true to false
      Jun 20, 2012 to Jun 27, 2025
    • Employees · unset to 5.0
      Jun 20, 2012 to Jun 27, 2025
    • Insurance-licensed employees · 2 to 3
      Jun 20, 2012 to Jun 27, 2025
    • Financial planning clients · 251-500 to 51-100
      Jun 20, 2012 to Jun 27, 2025
    • State-registered IARs · unset to 3.0
      Jun 20, 2012 to Jun 27, 2025
    • Other offices · unset to 1.0
      Jun 20, 2012 to Jun 27, 2025
    • Discretionary RAUM · $0 to $123M
      Jun 20, 2012 to Jun 27, 2025
    • HNW RAUM · unset to 57111301.0
      Jun 20, 2012 to Jun 27, 2025
    • Individual RAUM · unset to 65369662.0
      Jun 20, 2012 to Jun 27, 2025
    • Non-discretionary RAUM · $76.7M to $0
      Jun 20, 2012 to Jun 27, 2025
    Signals
    1 dated events
    • 2 advisors left Next Financial Group, Inc. (Austin, TX) for Money Managers, Inc. on the same day
      May 30, 2025 · Team lift-out · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    custserv@moneymanagersinctx.comreportedpublished by the firm, firm site, Sep 16, 2026
    Business phone
    210-349-9494reportedpublished by the firm, firm site, Sep 16, 2026
    Website
    MONEYMANAGERSINCTX.COMreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (210)349-9494reportedpublic record, Form ADV, Apr 6, 2026
    Contact form
    moneymanagersinctx.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
    Team page
    moneymanagersinctx.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $48.9Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026