Miles Fuquay
1900 Wealth · San Antonio, Texas
Miles Fuquay is a fee-only financial advisor at 1900 Wealth in San Antonio, Texas, who holds the CFP credential. 1900 Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Miles →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4488896 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.jeffersonbank.com |
How Miles's firm compares
- 1900 Wealth's average account is about $2.9 million, from its Form ADV (assets managed divided by 1,067 accounts).
Request an introduction to Miles
Tell Miles a little about what you're looking for. Miles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Miles
Is Miles Fuquay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miles 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 Miles charge for financial advice?
Miles'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 Miles Fuquay based?
Miles Fuquay is based in San Antonio, Texas.
What credentials does Miles Fuquay hold?
Miles Fuquay holds the CFP credential.
Is Miles Fuquay registered with the SEC?
Yes. Miles Fuquay is registered as an investment adviser representative in TX (CRD 4488896), 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 Miles Fuquay?
Through Miles'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.
See something wrong? Request a correction. Read our methodology.