Cortlan Dean Castle

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

• 05/2024 → 08/2024
  Texas Capital Bank
  Dallas, TX
• 08/2025 → Present
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
• 05/2022 → 08/2022
  Winnow Wealth
  Waco, TX
• 07/2019 → 07/2020
  D1 Waco
  Waco, TX
• 07/2021 → 07/2025
  Baylor University
  Waco, TX
• 07/2017 → 05/2021
  Midway High School
  Waco, TX
• 07/2015 → 07/2017
  Midway Middle School
  Waco, TX
• 08/2025 → Present
  Texas Capital Bank
  Dallas, TX
• 03/2026 → Present
  Tcbi Securities
  Dallas, TX

Other Businesses

the name of the other business; TEXAS CAPITAL BANK whether the business is investment-related; YES the address of the other business; 2000 MCKINNEY AVENUE, DALLAS, TEXAS, 75201 the nature of the other business; BANKING / WEALTH MGMT your position; ANALYST title, or relationship with the other business; ANALYST the start date of your relationship; 07/2025 the approximate hours worked per "month" for Bank during normal business hours; 260 the number of "hours worked per "month" for Bank during "trading hours; 260 and briefly describe your duties relating to the other business; Wealth Management and Banking Analyst the name of the other business; ESPN whether the business is investment-related; NO the address of the other business; N/A the nature of the other business; SPORTS COMMENTATING your position; COLOR COMMENTATOR title, or relationship with the other business; COLOR COMMENTATOR the start date of your relationship; 02/2026 the approximate number of hours/month you devote to the other business; 6 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; COMMENTATE BIG 12 BASEBALL GAMES

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-12
• S65 Uniform Investment Adviser Law Examination
  2025-09-17

Other Names

• Cort Dean Castle