RIA Intel›Advisers›Texas›TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

Advisory

N·DALLAS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$4.2B
1-Year AUM Growth
-1.0%
3-Year CAGR
+12.2%
Employees
39
Assets Under Management
Total AUM$4.2B
Discretionary AUM$3.4B
Non-Discretionary AUM$830M
Discretionary %80.2%
Total Clients732
Team
Total Employees39
Investment Advisers64
Employee Growth (1Y)+40.7%
Filing History
Total Filings on Record28
First FilingNov 1, 2018
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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