TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
Legal name: TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
CRD #298422 SEC #801-114364 DALLAS, TX 214-210-3092
SEC Registered
Total AUM
$3.5B
Discretionary
$2.9B
Employees
101
Clients
0
Accounts
1,982
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.5B | $2.9B | $541M | 101 | 0 |
| Jun 2025 | $3.5B | $2.9B | $541M | 101 | 0 |
| Jun 2025 | $3.4B | $2.9B | $528.1M | 101 | 0 |
| May 2025 | $3.3B | $2.8B | $528.1M | 101 | 0 |
| May 2025 | $3.3B | $2.8B | $528.1M | 101 | 0 |
| May 2025 | $3.3B | $2.8B | $528.1M | 101 | 0 |
| May 2025 | $3.3B | $2.8B | $528.1M | 101 | 0 |
| Apr 2025 | $3.3B | $2.8B | $528.1M | 101 | 0 |
| Mar 2025 | $3.3B | $2.8B | $528.1M | 101 | 0 |
| Dec 2024 | $3.4B | $2.8B | $548M | 97 | 0 |
| Mar 2024 | $3.4B | $2.8B | $548M | 66 | 0 |
| Aug 2023 | $3.1B | $3.1B | $0 | 65 | 0 |
| Jun 2023 | $2.8B | $2.8B | $0 | 65 | 0 |
| Mar 2023 | $2.8B | $2.8B | $0 | 65 | 0 |
| May 2022 | $2.4B | $2.4B | $0 | 41 | 0 |
| Mar 2022 | $2.4B | $2.4B | $0 | 41 | 0 |
| Feb 2022 | $2.4B | $2.4B | $0 | 41 | 0 |
| Nov 2021 | $2.2B | $2.2B | $0 | 35 | 0 |
| Oct 2021 | $2.2B | $2.2B | $0 | 35 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 30 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 30 | 0 |
| Jan 2021 | $1.3B | $1.3B | $0 | 29 | 0 |
| Dec 2020 | $1.3B | $1.3B | $0 | 29 | 0 |
| Nov 2020 | $1.3B | $1.3B | $0 | 29 | 0 |
| Nov 2020 | $1.3B | $1.3B | $0 | 29 | 0 |
| Oct 2020 | $1.3B | $1.3B | $0 | 29 | 0 |
| Jul 2020 | $1.3B | $1.3B | $0 | 29 | 0 |
| May 2020 | $1.2B | $1.2B | $0 | 29 | 0 |
| Apr 2020 | $1.2B | $1.2B | $0 | 29 | 0 |
| Feb 2020 | $1.2B | $1.2B | $0 | 29 | 0 |
| Dec 2019 | $1.1B | $1.1B | $0 | 28 | 0 |
| Aug 2019 | $1.1B | $993.2M | $116.2M | 22 | 0 |
| Apr 2019 | $1.1B | $993.2M | $116.2M | 22 | 0 |
| Mar 2019 | $1.1B | $993.2M | $116.2M | 22 | 0 |
| Dec 2018 | $0 | $0 | $0 | 20 | 0 |
| Nov 2018 | $0 | $0 | $0 | 20 | 0 |
DateOct 2025
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$541M
Employees101
Clients0
DateJun 2025
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$541M
Employees101
Clients0
DateJun 2025
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$528.1M
Employees101
Clients0
DateMay 2025
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$528.1M
Employees101
Clients0
DateMay 2025
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$528.1M
Employees101
Clients0
DateMay 2025
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$528.1M
Employees101
Clients0
DateMay 2025
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$528.1M
Employees101
Clients0
DateApr 2025
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$528.1M
Employees101
Clients0
DateMar 2025
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$528.1M
Employees101
Clients0
DateDec 2024
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$548M
Employees97
Clients0
DateMar 2024
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$548M
Employees66
Clients0
DateAug 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees65
Clients0
DateJun 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees65
Clients0
DateMar 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees65
Clients0
DateMay 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees41
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees41
Clients0
DateFeb 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees41
Clients0
DateNov 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees35
Clients0
DateOct 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees35
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees30
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees30
Clients0
DateJan 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateDec 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateNov 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateNov 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees29
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees29
Clients0
DateFeb 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees29
Clients0
DateDec 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees28
Clients0
DateAug 2019
Total AUM$1.1B
Discretionary$993.2M
Non-Disc.$116.2M
Employees22
Clients0
DateApr 2019
Total AUM$1.1B
Discretionary$993.2M
Non-Disc.$116.2M
Employees22
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$993.2M
Non-Disc.$116.2M
Employees22
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0