firm profile
Texas Capital Bank Private Wealth Advisors
Overview
Texas Capital Bank Private Wealth Advisors is an SEC registered investment adviser based in Dallas, TX, registered since 2018. It reports $4.2B in assets under management across 2,251 accounts, with 64 employees. It has 54 investment adviser representatives.
- Reported AUM
- $4.2B
- Discretionary
- 80%
- Accounts
- 2,251
- Average account
- $1.9M
- Employees
- 64
- Advisory reps
- 54
- Registered since
- 2018
- Jurisdictions
- 13
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Vivek Aditya Misra Chief Compliance Officer CRD 8078773
- James Fullilove Clingman Director CRD 2196124
- John Matthew Scurlock Director CRD 7521986
1 more executive officer, with direct contact details
Advisory reps 3 of 54
- Carson Stewart Anderson Registered Rep · Investment Adviser Rep CRD 5212743
- Eric Michael Aplis Investment Adviser Rep CRD 7963768
- Nicholas Joseph Armato Registered Rep · Investment Adviser Rep CRD 7196511
51 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2000 McKinney Ave Ste 700
Dallas, TX 75201 - County
- Dallas
- Metro area
- Dallas-Fort Worth-Arlington, TX
- Region
- South
Registrations
- SEC registered
- Registered in 13 jurisdictions
- Website: texascapitalbank.com/etf-funds-management
Every state, with registration dates
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