TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
DALLAS, Texas·6 registered advisors·CRD# 298422
SEC# 801-1143645214-210-3092
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
97
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

6 registered advisors
David H Lucas
DALLAS, Texas
James Daniel Recer
DALLAS, Texas
James F Clingman
DALLAS, Texas
James Steven Orr
DALLAS, Texas
CFA
John Christopher Sarvadi
DALLAS, Texas
John W Cummings
DALLAS, Texas
05

Office Locations

DALLAS, Texas
6 advisors

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Data sourced from SEC Form ADV filings. TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. (CRD# 298422) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.