South Texas Capital Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
$167M
Discretionary
$167M
100% of AUM
Avg account
$2.8M
Accounts
59
Employees
2
Advisory reps
2

Firm details

Headquarters
New Braunfels, Texas
CRD number
283773
Registered since
June 24, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

South Texas Capital Advisors, LLC is a limited liability company that provides portfolio management for individuals and small businesses. The firm reports an owner structure that includes a domestic entity and an individual, and it lists its client base as individual and family investors. It registers with the SEC (registration year 2026) and states its advisory work is fee-based, combining a percentage-of-AUM structure with the potential for performance-based fees. The firm is not identified as an active ESG investor, does not classify itself as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • James Mahan

    PrincipalCRD 5787176

  • Gregory Snider

    PrincipalCRD 5388927

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New Braunfels, TX

Comal

Location

New Braunfels, TX

Headquartered in New Braunfels, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Comal
Address
1259 300
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth