Unclaimed Profile

John Lance Lahourcade

SOUTH TEXAS MONEY MANAGEMENT, LTD.·SAN ANTONIO, Texas

Series 4, Series 7, Series 24, Series 27, Series 53Clean record22 years registeredSOUTH TEXAS MONEY MANAGEMENT, LTD.

700 N. ST. MARY'S STREET, SUITE 100, SAN ANTONIO, TX 78205CRD# 834181Firm CRD# 112188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Lance Lahourcade · SAN ANTONIO, TX

Registration

CRD #834181 · SOUTH TEXAS MONEY MANAGEMENT, LTD. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOUTH TEXAS MONEY MANAGEMENT, LTD.

CAPTRUST

Oct 2019 – Nov 2025

San Antonio, TX

SOUTH TEXAS MONEY MANAGEMENT, LTD.

Oct 2004 – Dec 2019

SAN ANTONIO, TX

INVERNESS COUNSEL INC

Jul 2004 – Jul 2004

NEW BRAUNFELS, TX

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 27

Series 53

Registration record

First registered · July 12, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTH TEXAS MONEY MANAGEMENT, LTD.

CRD 112188 · SEC 801-58167

AUM

$3.4B

Regulatory assets under management

Employees

3,258 client accounts

Services offered by SOUTH TEXAS MONEY MANAGEMENT, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SOUTH TEXAS MONEY MANAGEMENT, LTD. →

Introduction

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Frequently Asked Questions

What services does John Lance Lahourcade offer?

John Lance Lahourcade specializes in Financial Planning, Investment Management, Wealth Management.

What are John Lance Lahourcade's credentials?

John Lance Lahourcade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Lance Lahourcade located?

John Lance Lahourcade is based in SAN ANTONIO, Texas, last registered with SOUTH TEXAS MONEY MANAGEMENT, LTD..

How does John Lance Lahourcade charge for services?

John Lance Lahourcade's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTH TEXAS MONEY MANAGEMENT, LTD.?

SOUTH TEXAS MONEY MANAGEMENT, LTD. has approximately 62 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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