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 $3,378,463,908 in 1,868 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management3,378MILLION
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Total Number of Accounts1,868ACCOUNTS
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Average Account Value$1,808,600
- 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 30 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 22 years of experience in the finance industry.
Eric Hyden (CRD# 2968585) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 26 years of experience in the finance industry.
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 19 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 16 years of experience in the finance industry.
Carson Anderson (CRD# 5212743) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Fort Worth, TX and has over 17 years of experience in the finance industry.
Scott Ashmore (CRD# 7818082) 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.
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.