NEW BRAUNFELS, TXCRD 283773Registration Status: ApprovedEffective since June 24, 2026Latest ADV June 24, 2026
South Texas Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Braunfels, TX. Its latest Form ADV filing, dated June 24, 2026, reports $167M in regulatory assets under management, 2 employees, and 59 accounts.
Assets Under Management
$167M
Employees
2
Offices
--
Total Clients
27
Primary office
NEW BRAUNFELS, TX
1259 TX-337 LOOP #300, NEW BRAUNFELS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of June 24, 2026
Discretionary100.0%
$167M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$167M
Total Accounts59
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee14:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.