Sather Financial Group, Inc.

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$1.5M

Accounts

1,506

Employees

Advisory reps

Firm details

Headquarters: Victoria, Texas
CRD number: 109344
Registered since: October 3, 2000
Website: satherfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.79%
Charitable Organizations13.5%
Corporations / Businesses10.63%
Individuals3.26%
Pension & Profit Sharing Plans1.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sather Financial Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2000. The firm serves both individual and family clients as well as institutional accounts and is owned by an individual. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. The firm does not identify as an active ESG investor. Sather has received external recognition on multiple industry lists, including placements by the Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), and CNBC (Top 100 Financial Advisory Firms, 2022 and 2025).