1900 Wealth

1900 Wealth is a financial planner in San Antonio, TX, serving individuals, families, and organizations seeking structured, long-term financial strategy. The firm specializes in investment management, family office solutions, charitable gifting, alternative investments, and specialized coordination across complex financial structures. As a wholly owned subsidiary of Jefferson Bank, 1900 Wealth offers clients access to a broader ecosystem including Private Banking, Trust & Estate Services, and Oil, Gas & Mineral Management. This relationship connects investment strategy, fiduciary services, banking solutions, and legacy planning. The firm serves customers across the Hill Country, Central, and South Texas, with the ability to serve clients anywhere in Texas.

The approach at 1900 Wealth begins with understanding the full picture of a client’s wealth, including liquidity, legacy, philanthropy, governance, and family continuity. The firm builds a coordinated strategy grounded in disciplined investment management, transparent relationships, and long-term alignment with broader goals. The executive team includes Chief Executive Officer Todd Brockwell, CFA, CPA, President Chris Kardys, Chief Operating Officer Teri M. Grubb, Chief Investment Officer Bobby Jones, CFA, and Chief Compliance Officer Richard Dullnig. Managing Director Melissa Anderson, CPA, CAIA, leads Family Office Services, while Managing Director Matt R. Richter oversees Alternative Investments.

The advisory team features Senior Investment Advisors Jessica Drought, Miles Fuquay, CFP, Mike Sierra, JD, CFP, and J. Sulester, alongside Investment Advisors Hannah Jones, Caroline Tyng, and Brannon Kroll, CRC. Family Office and Tax Associate Ashton Motes, CPA, and Family Office Consultant Jarrod R. Wooten, CPA, support specialized planning. Portfolio management is handled by Jake Allison, MBA, Charles Dodd Jr., MBA, Phyllis Kyle, and Lawsin Wilt. The operations team includes Client Services Specialists Carol Georgi, Adriana Jaime, Sally Randolph, and Bella Scanland, with Client Services & Operations Manager Katie Richards. The firm provides thought perspectives on markets, investing, and long-term wealth planning, covering topics such as fixed income assets, private credit, and the impact of oil prices on investors with mineral interests.

1900 Wealth is located at 1900 Broadway Suite 900 in San Antonio, TX.

The firm’s integration of investment management with family office and banking services through its Jefferson Bank subsidiary provides a comprehensive foundation for long-term wealth planning in San Antonio.

The firm is situated at 1900 Broadway Suite 900, just a short walk from the Broadway main road and the McAllister Freeway. It is also near the Pearl Farmer's Market and The Synergy Studio.

Services:

• Advisory Services
• Charitable Gifting
• Consulting
• Family Office Services
• Investment Management