Data / Investment advisers / Texas / Sather Financial Group, Inc.
Sather Financial Group, Inc., Victoria, TX: $2.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sather Financial Group, Inc. is an SEC registered investment adviser with its main office in Victoria, Texas and reports $2.3 billion in regulatory assets under management in its Form ADV filed September 10, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Sather Financial Group, Inc. (CRD number 109344): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109344
- SEC file number
- 801-57925
- SEC status
- Approved, effective October 3, 2000
- Main office
- 120 E. Constitution St, Victoria, TX 77901
- Phone
- (361) 570-1800
- Website
- satherfinancial.com
- Regulatory AUM
- $2,267,064,012 in the Form ADV filed September 10, 2026
- Discretionary AUM
- $2,260,356,646
- Non discretionary AUM
- $6,707,366
- Accounts
- 1,506
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 247 | $1.60 billion |
| Charitable organizations | 18 | $306 million |
| Corporations or other businesses | 6 | $241 million |
| Individuals (other than high net worth individuals) | 201 | $74 million |
| Pension and profit sharing plans | 10 | $41.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $2.27 billion | January 26, 2026 |
| December 1, 2025 | $1.95 billion | October 8, 2025 |
Other advisers in Texas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Strive Asset Management | Dallas | $2.38 billion | Not listed | adviserinfo.sec.gov |
| Eoc Partners Advisors L.P. | Houston | $2.37 billion | 13 | adviserinfo.sec.gov |
| Ka Credit Advisors, LLC | Houston | $2.29 billion | Not listed | adviserinfo.sec.gov |
| Arroyo Energy Investment Partners LLC | Spring | $2.28 billion | 12 | adviserinfo.sec.gov |
| Beaird Harris | Dallas | $2.27 billion | Not listed | adviserinfo.sec.gov |
| Waterloo Capital | Austin | $2.26 billion | Not listed | adviserinfo.sec.gov |
| Eiv Capital, LLC | Houston | $2.23 billion | 12 | adviserinfo.sec.gov |
| CRG | Houston | $2.21 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Sather Financial Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.