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SUNTX CAPITAL MANAGEMENT CORP.

DALLAS, TX · CRD 161332 · IAPD ↗ · suntx.com · 972-663-8900

$554.2MRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SUNTX CAPITAL MANAGEMENT CORP. crossed $500M in regulatory AUM ($470.7M -> $554.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — SUNTX CAPITAL MANAGEMENT CORP. reported RAUM up 54% ($305.7M -> $470.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
April 2024 — SUNTX CAPITAL MANAGEMENT CORP. reported RAUM down 39% ($501.4M -> $305.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.