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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 Aug 17, 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 |
|---|---|---|---|
| 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.