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Robert Jud Riley

Texas Capital Bank Private Wealth Advisors

Dallas, TX

CRD 8079486

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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:

Current Employers
Texas Capital Bank Private Wealth Advisors

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-24
  • TX RA
    APPROVED
    Since 2025-07-24

Branch Locations

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Texas Capital Bank Dallas TX 11/2022 Present
Texas Capital Bank Private Wealth Advisors Dallas TX 11/2022 Present
Research Associate Dallas TX 08/2016 11/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-24
  • S65 Uniform Investment Adviser Law Examination
    2025-07-24
Other Names
  • Jud Riley

View on SEC IAPD

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Nearby Offices

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