Caroline Satel
1900 Wealth · San Antonio, Texas
Caroline Satel is a fee-only financial advisor at 1900 Wealth in San Antonio, Texas. 1900 Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | 1900 Wealth |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $3.07B across 1,067 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7053649 |
| Exams passed | Series 63 (2018) · Series 65 (2025) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.jeffersonbank.com |
How Caroline's firm compares
- 1900 Wealth's average account is about $2.9 million, from its Form ADV (assets managed divided by 1,067 accounts).
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Questions about Caroline
Is Caroline Satel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline holds no broker registration, and 1900 Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caroline charge for financial advice?
Caroline's firm, 1900 Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Caroline Satel based?
Caroline Satel is based in San Antonio, Texas.
Is Caroline Satel registered with the SEC?
Yes. Caroline Satel is registered as an investment adviser representative in TX (CRD 7053649), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1900 Wealth manage?
1900 Wealth reports $3.07B across 1,067 accounts in assets under management.
How do I contact Caroline Satel?
Through Caroline's website, www.jeffersonbank.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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