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David Scott Sather

SATHER FINANCIAL GROUP, INC.·VICTORIA, Texas
Unclaimed Profile
120 E. CONSTITUTION ST, VICTORIA, TX 77901CRD# 2312957Firm CRD# 109344
01

About

David Scott Sather is a registered financial advisor based in VICTORIA, Texas, affiliated with SATHER FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SATHER FINANCIAL GROUP, INC.
SATHER FINANCIAL GROUP, INC.
AUM
$1.7B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SATHER FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2312957
Firm CRD# 109344
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Scott Sather offer?
David Scott Sather specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTORIA, Texas for a consultation.
What are David Scott Sather's credentials?
David Scott Sather is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Sather located?
David Scott Sather is based in VICTORIA, Texas, working with SATHER FINANCIAL GROUP, INC.. Their office serves clients in the VICTORIA metropolitan area and surrounding communities.
How does David Scott Sather charge for services?
David Scott Sather's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SATHER FINANCIAL GROUP, INC.?
SATHER FINANCIAL GROUP, INC. has approximately 9 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VICTORIA
Thomas Lane Keller — KMH WEALTH MANAGEMENT, LLCWarren Alben Udd — SATHER FINANCIAL GROUP, INC.Kyle Wesley Noack — KMH WEALTH MANAGEMENT, LLCDavid Benjamin Faskas — KMH WEALTH MANAGEMENT, LLCPhyllis Ponder Keller — KMH WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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