Texas Capital Bank Private Wealth Advisors

RIASEC RegisteredEst. 2018

Total AUM

$4.2B

Discretionary

$3.4B

80% of AUM

Avg account

$1.9M

Accounts

2,251

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 298422
Registered since: November 29, 2018
Website: www.texascapitalbank.com
Custodians: PERSHING LLC, RAYMOND JAMES & ASSOCIATES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI51.97%
Corporations / Businesses26.77%
Banking / Thrift Institutions9.98%
Investment Companies5.72%
Charitable Organizations5.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Texas Capital Bank Private Wealth Advisors is a corporate, SEC-registered institutional RIA (registered in 2018) that serves individual and family clients alongside institutional investors. The firm functions as a capital allocator, deploying client capital across in-house and third-party managers. Compensation is charged as a percentage of AUM and through fixed fees. Its advisory scope includes financial planning, portfolio management for individuals, small businesses, investment companies and institutions, pension consulting services, and selection of other advisers. The firm reports affiliations across the broader financial services ecosystem, including broker‑dealer, registered municipal advisor, banking/thrift institution and insurance company relationships. It does not identify as an active ESG investor and is not designated a multistate adviser.