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Guerra Investment Advisors

Updated today

Client assets under management

$39,000,000

Clients

106

14% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

53

Typical

Average account size

$367,925

About

Guerra Investment Advisors provides portfolio management and financial planning services to individual clients, serving both high-net-worth and non-high-net-worth households. The firm reports approximately $42 million in assets under management across about 106 client relationships and operates with a two-advisor team.

The firm typically delivers discretionary portfolio management under percentage-of-AUM billing, consistent with many peers, and also offers advisory support that can include insurance products. The advisory team has long industry tenure—the firm was founded in 1995 and its principal entered the securities business in 1987—and supervision and compliance responsibilities are handled internally within the small team.

What is distinctive is the firm’s ability to receive commission-based compensation from the sale of insurance products, a practice that is statistically uncommon among similarly supported firms and may create mixed compensation streams alongside asset-based fees. The firm also reports no disciplinary, civil, or bankruptcy proceedings in its disclosures, reflecting an unremarkable regulatory history.

Client services

Financial planning Portfolio management Active investment managment

Expertise

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management

Main office location

Guerra Investment Advisors

5812 Cromo, Suite 203

El Paso TX 79912, United States

Number of offices

1

Most active in

New Mexico · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Susan G

Series 63, Series 65

El Paso, TX

Guerra Investment Advisors

Susan Guerra is a financial advisor at Guerra Investment Advisors in El Paso, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Silver Oak Securities, Inc. and Reuben E. Guerra Company. Guerra Investment Advisors serves individual households, foundations, trusts, and corporate clients, offering fee-for-service financial planning and discretionary portfolio management. The firm employs an active, model-based investment approach across diversified portfolios while also providing long-term buy-and-hold options and non-discretionary planning.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management
user avatar

Ruben G

Series 63, Series 65

El Paso, TX

Guerra Investment Advisors

Ruben Guerra is the sole advisor at Guerra Investment Advisors in El Paso, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been associated with Silver Oak Securities, Inc. since 2008 and operates the Reuben E. Guerra Company. Guerra Investment Advisors serves individual households, including non-high-net-worth and some accredited investors, as well as foundations, trusts, and corporate clients. The firm provides fee-for-service financial planning and discretionary portfolio management, utilizing active, model-based strategies alongside long-term buy-and-hold options.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management
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