AdvisorOS Directory
Claim Profile
Unclaimed Profile
DS

David Scott Sather

SATHER FINANCIAL GROUP, INC.·VICTORIA, Texas
Series 7, Series 63, Series 65Clean record27 years registeredSATHER FINANCIAL GROUP, INC.
120 E. CONSTITUTION ST, VICTORIA, TX 77901CRD# 2312957Firm CRD# 109344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Scott Sather · VICTORIA, TX
Registration
CRD #2312957 · SATHER FINANCIAL GROUP, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

SATHER FINANCIAL GROUP, INC.
Apr 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 15, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SATHER FINANCIAL GROUP, INC.
CRD 109344 · SEC 801-57925
AUM
$1.7B
Regulatory assets under management
Employees
9
1,305 client accounts
Services offered by SATHER FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SATHER FINANCIAL GROUP, INC. →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VICTORIA?

Browse all registered financial advisors in VICTORIA, Texas or claim this profile if it's yours.

Browse VICTORIA AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SATHER FINANCIAL GROUP, INC.

Nathaniel August Raschke
VICTORIA, TX
Warren Alben Udd
VICTORIA, TX
Jonathan Micheal Zahradka
VICTORIA, TX
Tammy Carol Kimbrough
VICTORIA, TX

More Advisors in VICTORIA, Texas

Hannah Katherine Gohmert
KMH WEALTH MANAGEMENT, LLC·VICTORIA, TX
Kyle Wesley Noack
KMH WEALTH MANAGEMENT, LLC·VICTORIA, TX
Thomas Lane Keller
KMH WEALTH MANAGEMENT, LLC·VICTORIA, TX
David Benjamin Faskas
KMH WEALTH MANAGEMENT, LLC·VICTORIA, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile