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SATHER FINANCIAL GROUP, INC.
CRD 109344 · SEC 801-57925
120 E. CONSTITUTION ST, VICTORIA, TX, 77901, United States
Phone
361-570-1800
Fax
361-570-0377
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.27B
Discretionary AUM
$2.26B
Team
9 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $74.0M |
| High net worth individuals | 247 | $1.60B |
| Pension/profit sharing plans | 10 | $41.1M |
| Charitable organizations | 18 | $306.0M |
| Corporations/business entities | 6 | $241.0M |
States served
LA, NE, TX, NH
All web addresses on file
Official SEC filing: View on IAPD