San Antonio-based independent advisory firm expands leadership structure to support continued growth and rising client demand
SAN ANTONIO — April 16, 2026 — San Antonio-based, family-owned investment advisory firm 1900 Wealth Management® (1900 Wealth), today announced the formalization of its executive leadership team following a year of significant growth and expansion across Texas.
As of March 31, 2026, the firm manages approximately $3.2 billion in assets under management (AUM), representing roughly 30% year-over-year growth, and serves more than 500 clients statewide. This momentum reflects increasing demand for comprehensive wealth advisory services amid heightened market volatility and growing financial complexity.
To support this continued growth, 1900 Wealth has aligned its leadership structure to formally designate a chief executive officer, president | San Antonio, chief operating officer and chief investment officer, titles that reflect responsibilities long held by the firm’s senior leadership team.
“This is a natural evolution of our business as we continue to grow and deepen our capabilities,” said Todd Brockwell, chief executive officer of 1900 Wealth. “Our clients are navigating increasingly complex financial decisions, and it’s critical that we have a leadership structure in place that allows us to scale thoughtfully while continuing to deliver the high-touch, relationship-driven service they expect.”
The executive leadership team includes:
- Todd Brockwell, Chief Executive Officer — Provides overall leadership and long-term strategic direction for the firm while serving as the primary representative to clients, partners and the broader community.
- Chris Kardys, President | San Antonio — Leads the advisory team, overseeing client relationships, retention and growth initiatives to ensure a consistent, high-quality client experience.
- Teri Grubb, Chief Operating Officer — Oversees day-to-day operations, systems and processes, while leading operational strategy, talent development and organizational scalability.
- Bobby Jones, Chief Investment Officer — Leads the firm’s investment philosophy, research and portfolio strategy, ensuring alignment with client goals and fiduciary responsibilities.
While the titles are newly formalized, the leadership structure itself has been in place for several years and has played a key role in the firm’s disciplined growth and client-focused approach.
1900 Wealth continues to expand its presence across key Texas markets while strengthening its family office and advisory capabilities. The firm remains focused on delivering comprehensive wealth management solutions, including alternative investments, tax strategy and balance sheet management for high-net-worth individuals and families.
“Our priority is to grow with intention,” Brockwell added. “We are investing in our people, our platform and our capabilities so we can continue to provide clarity and confidence for our clients—not just today, but for generations to come.”
As a wholly owned subsidiary of Jefferson Bank, 1900 Wealth maintains its independence while benefiting from a strong institutional foundation that supports long-term stability and growth.
