The TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES is a publicly held investment adviser that advises $4.4Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 166.35% over the last 5-years.
The Group has been registered with the SEC for 7.67 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 2000 MCKINNEY AVENUE SUITE 700, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 64 employees comprised of 39 investment and 25 non-investment staff. The total number of Employees increased by 113.33% over the last 5-years.
Their $4.4Bn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 233 other accounts. Assets of High Net Worth Individuals clients own $2.18Bn or 49.45% of Total Assets and Corporations or Other Businesses own $1.12Bn or 25.48% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Long/Short Equity, representing 88.61% and 11.39% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.