TEXAS CAPITAL MANAGEMENT

Overview

Texas Capital Management is a small, privately owned advisory firm that runs discretionary portfolios for individuals and small businesses. The firm shows a clear tilt toward equity exposure, using exchange-traded equities as its primary vehicle for client portfolios while supplementing exposure with mutual funds and corporate debt. Fee billing is asset-based (percentage of AUM). Texas Capital Management is not positioned as an ESG-focused or multi-state adviser and concentrates on traditional wealth-management relationships rather than institutional or pension consulting. Investment activity centers on liquid, cost-efficient equity solutions held at a major custodian, with third-party alternative managers used selectively to add diversification and income characteristics. The firm’s mandate and client base point to a focus on growth and income outcomes appropriate for high-net-worth individuals and families with moderate account sizes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices