Sather Financial Group, Inc.
● SEC registered since 2000CRD 109344SEC# 801-57925Victoria, TX
Reg. AUM
$2.27B
Employees
9
Accounts
1,506
Location
Victoria, TX
Sather Financial Group, Inc. assets under management
Sather Financial Group, Inc. is an SEC-registered investment adviser based in Victoria, TX. The firm has been registered since 2000. It reports $2.3 billion in regulatory assets under management and employs 9 people.
Sather Financial Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Sather Control | Ceo And Chief Compliance Officer | 50-75% | 1998 |
| Jonathan Micheal Zahradka Control | Vice President | 10-25% | 2019 |
| Tammy Carol Kimbrough | Shareholder | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Sather Financial Group, Inc. manage?
Sather Financial Group, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Sather Financial Group, Inc. have?
Sather Financial Group, Inc. reports 9 employees.
Where is Sather Financial Group, Inc. located?
Sather Financial Group, Inc. is based in Victoria, TX and has been SEC-registered since 2000.
Does Sather Financial Group, Inc. disclose fund performance?
Sather Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 E. Constitution St, Victoria, TX 77901 |
| Phone | 361-570-1800 |
| Fax | 361-570-0377 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1568540 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.27B▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$2.27Bregulatory AUM
Discretionary $2.26BNon-discretionary $6.7M