SWBC Investment Company

Who works here

• AI
  Alejandro G Ireta
• AS
  Alejandro Manuel Sierra
• BW
  Brett Dunstan Walker
• CK
  Cameron Richard Knight
• CE
  Christopher C. Elbrecht
• CD
  Christopher Robert Dewlen
• CW
  Colton P Washington
• HD
  Hunter Darling
• JW
  Jamie Lynn Wisecarver
• JC
  Joan Higgins Cleveland
• JL
  Joshua B Lynch
• KH
  Kyle David Hittle
• PM
  Paul Kenneth Marshall
• RV
  Roger Adrian Versteeg
• RR
  Ryan Garrett Riffe
• SF
  Stephanie Esquivel Flores
• TS
  Thomas Leslie Sherwood

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

SWBC Investment Company

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

140994