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
Angela Nguyen (CRD# 7256053) 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.
Sonali Patel (CRD# 6541619) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in San Antonio, TX and has over 8 years of experience in the finance industry.
Andrew Pennywell (CRD# 7670122) 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.
Andrew Plambeck (CRD# 7669399) 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.
Roy Popham (CRD# 1511128) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 37 years of experience in the finance industry.
Ethan Shaff (CRD# 7812265) 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.
Alfonso Tadeo (CRD# 2052174) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 29 years of experience in the finance industry.
Hayden Williams (CRD# 7669465) 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.
Christopher Woods (CRD# 4649626) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 16 years of experience in the finance industry.
Gregory Yokum (CRD# 2223453) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Dallas, TX and has over 31 years of experience in the finance industry.