Thomas Olan Yager

Employer firm

Sendero Wealth Management, LLC CRD 145594

$6.51B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2015 → 04/2017
  American Funds
  San Antonio, TX
• 04/2017 → 01/2019
  American Funds
  San Antonio, TX
• 01/2019 → 01/2021
  American Funds
  San Antonio, TX
• 01/2021 → 01/2022
  Capital Group Companies - American Funds
  San Antonio, TX
• 01/2022 → 02/2025
  Capital Group / Capital Client Group, Inc.
  San Antonio, TX
• 02/2025 → 06/2025
  Capital Group / Capital Client Group, Inc.
  San Antonio, TX
• 06/2024 → Present
  Sendero Wealth Management Llc
  San Antonio, TX
• 06/2025 → Present
  Sendero Securities
  San Antonio, TX

Previous Registrations

• 2015-09-28 → 2025-06-30
  Capital Client Group, Inc.
  San Antonio, TX
  Carmel, IN
  Los Angeles, CA
  San Antonio, TX
  San Antonio, TX
  Johannesburg
• 2014-09-10 → 2015-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mequon, WI

Exams

• S66 Uniform Combined State Law Examination
  2014-09-05

Designations

• Chartered Financial Consultant

Other Names

• Tom Olan Yager
• Tom Olan Yager
• Thomas Olan Yager
• Thomas O Yager
• Thomas Olan Yager