Texas Capital Bank Private Wealth Advisors
Texas Capital Bank Private Wealth Advisors (CRD# 298422) is a financial advisory firm headquartered in Dallas, TX. They manage $3,136,388,436 in 1,492 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management3,136MILLION
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Total Number of Accounts1,492ACCOUNTS
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Average Account Value$2,102,137
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, TX
Robert Ball (CRD# 2419227) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Houston, TX and has over 29 years of experience in the finance industry.
Nancy Champion (CRD# 4354406) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry.
Jennifer Guthrie (CRD# 4044753) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Austin, TX and has over 21 years of experience in the finance industry. Jennifer Guthrie 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.
Eric Hyden (CRD# 2968585) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 25 years of experience in the finance industry. Eric Hyden 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.
Michael Krach (CRD# 2210255) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Houston, TX and has over 6 years of experience in the finance industry.
James Orr (CRD# 1589436) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 18 years of experience in the finance industry.
David Stevens (CRD# 5165226) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in San Antonio, TX and has over 15 years of experience in the finance industry. David Stevens 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.
Carson Anderson (CRD# 5212743) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Fort Worth, TX and has over 16 years of experience in the finance industry.
Hailee Binet (CRD# 7132653) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 4 years of experience in the finance industry.
Wilson Boren (CRD# 7429527) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Houston, TX and has 1 year of experience in the finance industry.