Texas Capital Bank Private Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $4.2B in regulatory assets under management, 64 employees, 5 offices, and 2,251 accounts.
Assets Under Management
$4.2B
Employees
64
Offices
5 offices
Total Clients
735
Primary office
DALLAS, TX
2000 MCKINNEY AVENUE, SUITE 700, DALLAS, TX, United States
Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
501
2
Corporations
17.4%
128
3
Charitable
7.9%
58
4
Banks
6.4%
47
5
Investment Cos.
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of March 31, 2026
Discretionary80.2%
$3.4B
80% of total RAUM80.2%
Non-discretionary19.8%
$830M
20% of total RAUM19.8%
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.
Total AUM$4.2B
Total Accounts2,251
10Y AUM Change+$4.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees64
Clients per Employee11:1
10Y Employee Change+44 (+220.0%)
* 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.