Sather Financial Group, Inc.

Sather Financial Group, Inc. (CRD# 109344) is a financial advisory firm headquartered in Victoria, TX. They manage $418,985,295 in 985 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    985
    ACCOUNTS
  • Average Account Value
    $425,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sather Financial Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
David S. Sather
CRD#: 2312957
120 E. Constitution St, Victoria, TX 77901
96
Wealthminder
score

David Sather (CRD# 2312957) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 23 years of experience in the finance industry. David Sather has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tammy C. Kimbrough
CRD#: 2579728
120 E. Constitution, Victoria, TX 77901
93
Wealthminder
score

Tammy Kimbrough (CRD# 2579728) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 20 years of experience in the finance industry.

3
Jonathan M. Zahradka
CRD#: 5931569
120 E. Constitution, Victoria, TX 77901
93
Wealthminder
score

Jonathan Zahradka (CRD# 5931569) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 5 years of experience in the finance industry. Jonathan Zahradka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Warren A. Udd
CRD#: 4929353
120 E. Constitution St, Victoria, TX 77901
90
Wealthminder
score

Warren Udd (CRD# 4929353) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has 1 year of experience in the finance industry. Warren Udd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Nathaniel A. Raschke
CRD#: 6242806
120 E. Constitution, Victoria, TX 77901
89
Wealthminder
score

Nathaniel Raschke (CRD# 6242806) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 2 years of experience in the finance industry.

6
Andrew J. Thomas
CRD#: 6374333
120 E. Constitution, Victoria, TX 77901
89
Wealthminder
score

Andrew Thomas (CRD# 6374333) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 3 years of experience in the finance industry.

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