Data / Investment advisers / Texas / South Texas Capital Advisors, LLC
South Texas Capital Advisors, LLC, New Braunfels, TX: $167 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
South Texas Capital Advisors, LLC is an SEC registered investment adviser with its main office in New Braunfels, Texas and reports $167 million in regulatory assets under management in its Form ADV filed June 24, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management and performance based fees.
The request: Watch South Texas Capital Advisors, LLC (CRD number 283773): 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
- 283773
- SEC file number
- 801-136578
- SEC status
- Approved, effective June 24, 2026
- Main office
- 1259 Tx-337 Loop #300, New Braunfels, TX 78130
- Phone
- (830) 387-4110
- Website
- southtexascapital.com
- Regulatory AUM
- $167,230,485 in the Form ADV filed June 24, 2026
- Discretionary AUM
- $167,230,485
- Accounts
- 59
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- June 24, 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 | 27 | $167.2 million |
Other advisers in Texas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Elda River Capital Management, LLC | Houston | $1.94 billion | 16 | adviserinfo.sec.gov |
| Cfo4life | Coppell | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Nexpoint Real Estate Advisors VII, L.P. | Dallas | $1.93 billion | Not listed | adviserinfo.sec.gov |
| Terry McDaniel & Company | Austin | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Kildare Partners US, LLC | Westlake | $1.91 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- South Texas Capital Advisors, LLC 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.