SATHER FINANCIAL GROUP, INC.

RIASEC RegisteredEst. 2000

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 established on the SEC register in 2000 and owned privately. The firm serves both individual & family clients and institutional accounts, offering fee arrangements that include percentage-of-AUM, hourly, and fixed-fee engagements. Its advisory practice centers on financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars and workshops. Sather does not position itself as a capital allocator and is not flagged as an active ESG investor. The firm has been recognized on several industry lists, including the Financial Times Top 300 RIA Firms (2020), FA Magazine Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms (2022 and 2025).