South Texas Capital Advisors, LLC
Firm details
- Headquarters
- New Braunfels, Texas
- CRD number
- 283773
- Registered since
- June 24, 2026
- Website
- www.southtexascapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2James Mahan
PrincipalCRD 5787176
Gregory Snider
PrincipalCRD 5388927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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