TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
Doing business as TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$4,190,419,999
Discretionary
$3,359,970,711
Non-discretionary
$830,449,288
Firm details
- CRD number
- 298422
- SEC file number
- 801-114364
- Main office
- DALLAS, TX, United States
- Employees
- 64
- SEC status
- Approved
- Website
- https://twitter.com/tcbcio
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.