Investment adviser · CRD 298422
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
Investment adviser filing (IA)
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
DALLAS, TX, United States · Form ADV filed Jun 16, 2026
- Regulatory AUM
- $4.19B Form ADV · Item 5.F
- Client accounts
- 2,251 Accounts, not individual clients
- Employees
- 64 Reported in this filing
- Advisory professionals
- 39 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 501 | $2,177,774,667 | 52.0% |
| Corporations & businesses | 128 | $1,121,925,957 | 26.8% |
| Banks & thrifts | 47 | $418,040,793 | 10.0% |
| Investment companies | 1 | $239,867,586 | 5.7% |
| Charities | 58 | $232,810,996 | 5.6% |
Filing source
Form ADV 2113777 · Jun 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2000 MCKINNEY AVENUE, SUITE 700DALLAS, TX, 75201, United States
CRD 298422
Filing source
Form ADV 2113777 · Jun 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.