Texas Capital Bank Private Wealth Advisors

$4.19BAssets under management
as of Jun 2026 · SEC Form ADV
Dallas, TX
Visit websiteLinkedIn
55 people on Advicer connected to this.

Tech stack

No one at Texas Capital Bank Private Wealth Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Texas Capital Bank Private Wealth Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Raymond James
Per Form ADV · $2.8B held · filed Dec 2024
Fidelity
Per Form ADV · $550M held · filed Dec 2024
Portfolio Management