SATHER FINANCIAL GROUP, INC.

CRD 109344File 801-57925

APPROVED

Retail clients

Filing as of Jan 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.27B

Top 25% of cohort (national)

Discretionary AUM

$2.26B

Non-discretionary $6.7M

Clients

482

1,506 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Oct 3, 2000
Principal office: 120 E. CONSTITUTION ST, VICTORIA, TX, 77901
Phone: 361-570-1800
Website: HTTP://SATHERFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.27B
Discretionary AUM: $2.26B
Non-discretionary AUM: $6.7M
Discretionary accounts: 1,504
Non-discretionary accounts: 2
Total accounts: 1,506
AUM per client: $4.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$241.0M
Charitable organizations	18	$306.0M
High net worth individuals	247	$1.60B
Pension and profit sharing plans	10	$41.1M
Individuals (other than high net worth individuals)	201	$74.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.