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
Mark Frears (CRD# 1974118) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 34 years of experience in the finance industry.
Sienna Gomez (CRD# 7852842) 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.
Zachary Grimes (CRD# 6324984) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Austin, TX and has 1 year of experience in the finance industry.
Ajay Gupta (CRD# 6575437) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Austin, TX and has over 8 years of experience in the finance industry.
Mitchell Hansen (CRD# 7797802) 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.
Brandon Hassenfratz (CRD# 7508535) 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.
Mitchell Hubbard (CRD# 7506737) 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.
Collin McAvoy (CRD# 5975023) 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.
Yadira Medina (CRD# 4863549) 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.
Tyler Morrison (CRD# 7239381) 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.