At 1900 Wealth Management®, growth is more than just numbers on a chart, it’s about building the right foundation to serve families for generations. By the end of the second quarter of 2025, we not only met, but exceeded our growth goals for the year. That milestone, along with an increase in assets under management (AUM) from $2.3 billion to approximately $2.7 billion, reflects both the trust of our clients and the dedication of our team.
A Strong First Half of 2025
2025 began with momentum carried over from a successful 2024. In the first six months, our AUM rose from $2.3 billion to approximately $2.7 billion. Our alternative investments platform also expanded from $165 million and 100 clients at the end of 2024 to $190 million and 129 clients by midyear 2025.
This growth reinforces what we’ve always believed: thoughtful strategies, disciplined investment management, and strong client relationships lead to lasting results.
Investing in Leadership
Growth at this scale requires more than numbers, it requires people. That’s why we welcomed four new executive leaders in the first half of 2025. Collectively, they bring more than 50 years of financial industry experience, strengthening our ability to deliver the personalized, high-touch service that defines 1900 Wealth.
- Teri Grubb now serves as Senior Vice President and Director of Operations & Client Experience, focusing on seamless client service and operational excellence.
- Mary Mullins Romanczuk, Vice President and Investment Advisor, expands our reach in the Boerne and Hill Country markets, where client demand continues to grow.
- Charles Dodd Jr., MBA, Vice President and Investment Officer, enhances our investment and trading processes with careful oversight and agility.
- Brannon Kroll, Senior Vice President and Senior Trust Investment Advisor, helps guide client portfolios while supporting growth across both 1900 Wealth and the Jefferson Bank Trust Department.
With these additions, our team now includes 22 professionals – each committed to protecting the wealth of families across Texas and beyond.
Looking Forward
As we enter the second half of 2025, our focus remains the same: growth with intention, strengthen client relationships, and invest in talent and technology. We’re proud of our progress, but even prouder of the way we’ve achieved it — without compromising our client-first values.
President Todd Brockwell sums it up best:
“Our steady growth is a testament to the strength of our team, the trust of our clients, and the clarity of our strategic vision. As we scale, we remain focused on enhancing the personalized, high-touch service our clients have come to expect.”
At 1900 Wealth, we believe success is measured not only by growth but by the trust we build and the legacies we strive to protect.
