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
John Boyle (CRD# 3167602) 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.
John Bryant (CRD# 6209021) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 10 years of experience in the finance industry.
David Bugarin (CRD# 6239940) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Austin, TX and has over 10 years of experience in the finance industry.
Conlon Cash (CRD# 7654180) 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.
Cullen Coxe (CRD# 7726951) 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.
Anne Cozad (CRD# 7460529) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 2 years of experience in the finance industry.
Ian Dance (CRD# 7669340) 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.
Marc Dunbar (CRD# 6640719) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Austin, TX and has over 6 years of experience in the finance industry.
Henry Fisher (CRD# 7811575) 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.
William Floyd (CRD# 7460555) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 2 years of experience in the finance industry.