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TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
CRD 298422 · SEC 801-114364
2000 MCKINNEY AVENUE, SUITE 700, DALLAS, TX, 75201, United States
Phone
945-229-5873
Fax
214-932-6683
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.19B
Discretionary AUM
$3.36B
Team
64 total employees; 39 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 501 | $2.18B |
| Banking/thrift institutions | 47 | $418.0M |
| Investment companies | 1 | $239.9M |
| Charitable organizations | 58 | $232.8M |
| Corporations/business entities | 128 | $1.12B |
States served
AZ, CA, CO, GA, LA, NV, NM, NC, SC, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD