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 founded in 2000 and owned by an individual principal. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational workshops. Its fee models include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Sather is not positioned as a capital allocator running proprietary alternative funds; instead it allocates to third-party managers where appropriate. The firm has been recognized in industry lists, including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms (2022 and 2025).