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TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
2000 Mckinney Avenue
Suite 1800
Dallas, Texas 75201
Tel: 214-210-3092
About TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS, formally registered with the SEC as TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS. The firm was established in 11/29/2018. They have over 6 offices throughout the country.
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS is a Dallas, Texas based Financial Planning firm with nearly $3,378,463,908 assets under management, offering retirement planning & investment advisory services to 1868 clients. The firm is staffed with 97 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298422 |
| SEC# | 801-114364 |
| Assets Managed by Firm | $3,378,463,908 |
| No. of Clients | 1868 |
| No. of Advisors | 97 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1868 | $3,378,463,908 |
| High net worth individuals | 567 | $2,266,887,250 |
| Charitable organizations | 27 | $110,372,199 |
| Corporations or other businesses | 111 | $966,254,805 |
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