Brett Whitfield Fenn

Employer firm

Texas Capital Bank Private Wealth Advisors CRD 298422

$4.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → Present
  Childress Capital Advisors, Llc
  Houston, TX
• 12/2019 → 08/2021
  Truist
  Houston, TX
• 11/2018 → 12/2019
  Suntrust
  Houston, TX
• 08/2013 → 11/2018
  Jp Morgan Securities Inc.
  Houston, TX
• 11/2023 → Present
  Texas Capital Bank Private Wealth Advisors
  Houston, TX
• 06/2022 → Present
  Texas Capital Bank
  Houston, TX

Previous Registrations

• 2021-11-10 → 2022-06-24
  Childress Capital Advisors, Llc
  Houston, TX

Other Businesses

Texas Capital Bank Not investment related 1330 Post Oak Blvd. Floor 16, Houston, TX 77056 Managing Director Capital Solutions MD Interest Rate Trading 6/2028 to present Dual employment Texas Capital Bank & Texas Capital Bank Private Wealth Approximate number of hours/month you devote to the other business is 160 Approximate number of hours/month devoted to other business during securities trading hours is 120

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-05
• S63 Uniform Securities Agent State Law Examination
  2004-08-11

Other Names

• Brett Fenn