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TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
Legal name: TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
CRD 298422File 801-114364
APPROVED
Retail clients
Custody
Filing as of Jun 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.19B
Top 25% of cohort (national)
Discretionary AUM
$3.36B
Non-discretionary $830.4M
Clients
735
2,251 accounts
Employees
64
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 29, 2018
- Principal office
- 2000 MCKINNEY AVENUE, SUITE 700, DALLAS, TX, 75201
- Phone
- 945-229-5873
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.19B
- Discretionary AUM
- $3.36B
- Non-discretionary AUM
- $830.4M
- Discretionary accounts
- 1,710
- Non-discretionary accounts
- 541
- Total accounts
- 2,251
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 128 | $1.12B |
| Investment companies | 1 | $239.9M |
| Charitable organizations | 58 | $232.8M |
| High net worth individuals | 501 | $2.18B |
| Banking or thrift institutions | 47 | $418.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 101 | 64 | decreased by37 |
| Apr 1, 2026 | Clients | 731 | 735 | increased by4 |
| Apr 1, 2026 | AUM | $3,471,701,060 | $4,190,419,999 | increased by$718,718,939 |
| Apr 1, 2026 | Accounts | 1,982 | 2,251 | increased by269 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 734 | 731 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,345,562,453 | $3,471,701,060 | increased by$126,138,607 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,016 | 1,982 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 41 | 101 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 521 | 734 | increased by213 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,358,876,276 | $3,345,562,453 | increased by$986,686,177 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,403 | 2,016 | increased by613 |
| Feb 1, 2022 | Employees | 35 | 41 | increased by6 |
| Feb 1, 2022 | Clients | 484 | 521 | increased by37 |
| Feb 1, 2022 | AUM | $2,156,202,330 | $2,358,876,276 | increased by$202,673,946 |
| Feb 1, 2022 | Accounts | 1,337 | 1,403 | increased by66 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TEXAS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TEXAS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.