Data / Investment advisers / Texas / Texas Capital Bank Private Wealth Advisors
Texas Capital Bank Private Wealth Advisors, Dallas, TX: $4.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Texas Capital Bank Private Wealth Advisors is an SEC registered investment adviser with its main office in Dallas, Texas and reports $4.2 billion in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include high net worth individuals, corporations and other businesses and banks and thrifts. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Texas Capital Bank Private Wealth Advisors (CRD number 298422): 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
- 298422
- SEC file number
- 801-114364
- SEC status
- Approved, effective November 29, 2018
- Legal name
- Texas Capital Bank Wealth Management Services, Inc.
- Main office
- 2000 McKinney Avenue Suite 700, Dallas, TX 75201
- Phone
- (945) 229-5873
- Regulatory AUM
- $4,190,419,999 in the Form ADV filed June 16, 2026
- Discretionary AUM
- $3,359,970,711
- Non discretionary AUM
- $830,449,288
- Accounts
- 2,251
- Employees
- 64, of which 39 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 16, 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 | 501 | $2.18 billion |
| Corporations or other businesses | 128 | $1.12 billion |
| Banking or thrift institutions | 47 | $418 million |
| Investment companies | 1 | $239.9 million |
| Charitable organizations | 58 | $232.8 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 |
|---|---|---|
| April 1, 2026 | $4.19 billion | March 31, 2026 |
| December 1, 2025 | $3.47 billion | October 17, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Quotient Wealth Partners, LLC | Dallas | $4.91 billion | Not listed | adviserinfo.sec.gov |
| Bbam US LP | Dallas | $4.75 billion | 13 | adviserinfo.sec.gov |
| MCR Fund Management LLC | Dallas | $4.58 billion | 16 | adviserinfo.sec.gov |
| Banner Oak Capital Partners, LP | Dallas | $4.46 billion | 9 | adviserinfo.sec.gov |
| Turtle Creek Trust | Dallas | $4.28 billion | Not listed | adviserinfo.sec.gov |
| Tailwater Capital | Dallas | $3.97 billion | 19 | adviserinfo.sec.gov |
| Guidestone Investment Services | Dallas | $3.91 billion | Not listed | adviserinfo.sec.gov |
| Transwestern Investments | Dallas | $3.75 billion | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Texas Capital Bank Private Wealth Advisors 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.