Sather Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Victoria, TX. Its latest Form ADV filing, dated January 26, 2026, reports $2.3B in regulatory assets under management, 9 employees, 2 offices, and 1,506 accounts.
Assets Under Management
$2.3B
Employees
9
Offices
2 offices
Total Clients
482
Primary office
VICTORIA, TX
120 E. CONSTITUTION ST, VICTORIA, TX, United States
Top client segmentHNWI represent 51.2% of total clients.
Top client categories% of clientsClients
1
HNWI
51.2%
247
2
Individuals
41.7%
201
3
Charitable
3.7%
18
4
Pension Plans
2.1%
10
5
Corporations
1.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of January 26, 2026
Discretionary99.7%
$2.3B
100% of total RAUM99.7%
Non-discretionary0.3%
$7M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts1,506
10Y AUM Change+$1.8B (+370.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee54:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.