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TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

DALLAS, TX · CRD 298422 · IAPD ↗ · 945-229-5873

$4.19BRegulatory AUM
39Advisory reps
64Employees
0Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS shrank from 80 to 39 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS notice-filed in AZ, GA, NC, NM, NV, SC, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
January 2025 — TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS grew from 59 to 83 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS grew from 54 to 59 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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