Texas Capital Bank Wealth Management Services is an investment advisor in Dallas with $2.36 bn assets under management.
Company profile
Employees
Location
Fiscal year end
SEC CIK
IRS number
743041348
SEC advisor number
801-114364
FINRA CRD number
298422
AUM ?
$2.36 bn
(as of 12 May 22)
Accounts
1,403
(as of 12 May 22)
Employees
41
(37 investment advisory or research)
Address
Texas Capital Bank Wealth Management Services
2000 MCKINNEY AVE
SUITE 1800
DALLAS
TX 75201
2000 MCKINNEY AVE
SUITE 1800
DALLAS
TX 75201
Office hours
Monday - Friday, 8:30AM - 5:00PM
Phone
2149326846
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Texas Capital Bank | Owner | 04/2002 | > 75% |
Texas Capital Bancshares, Inc. | Owner | 04/2002 | > 75% |
Cummings, John, W | Director | 03/2022 | < 5% |
Scurlock, John Matthew | Director | 03/2022 | < 5% |
Clingman, James, F | Director | 03/2022 | < 5% |
Jervis, Joshua | Chief Compliance Officer | 05/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21