Texas Capital Bank Wealth Management Services, Inc.
● SEC registered since 2018CRD 298422SEC# 801-114364Dallas, TX
Reg. AUM
$4.19B
Employees
64
Accounts
2,251
Location
Dallas, TX
Texas Capital Bank Wealth Management Services, Inc. assets under management
Texas Capital Bank Wealth Management Services, Inc. operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2018. It reports $4.2 billion in regulatory assets under management and employs 64 people.
Texas Capital Bank Wealth Management Services, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Fullilove Clingman Control | Director | Under 5% | 2022 |
| John Matthew Scurlock Control | Director | Under 5% | 2022 |
| John William Cummings Control | Director | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Texas Capital Bank Wealth Management Services, Inc. manage?
Texas Capital Bank Wealth Management Services, Inc. reports $4.2 billion in regulatory assets under management on its Form ADV.
How many employees does Texas Capital Bank Wealth Management Services, Inc. have?
Texas Capital Bank Wealth Management Services, Inc. reports 64 employees.
Where is Texas Capital Bank Wealth Management Services, Inc. located?
Texas Capital Bank Wealth Management Services, Inc. is based in Dallas, TX and has been SEC-registered since 2018.
Does Texas Capital Bank Wealth Management Services, Inc. disclose fund performance?
Texas Capital Bank Wealth Management Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 McKinney Avenue, Suite 700, Dallas, TX 75201 |
| Phone | 945-229-5873 |
| Fax | 214-932-6683 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1802655 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.19B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$4.19Bregulatory AUM
Discretionary $3.36BNon-discretionary $830.4M