David Scott Sather

Employer firm

Sather Financial Group, Inc. CRD 109344

$2.27B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 04/1999 → Present
  Sather Financial Group, Inc.
  Victoria, TX

Other Businesses

On the Board of Regents Texas Lutheran University; Position: Board Member; Investment related: No; Location: 1000 W Court St Seguin Texas 78155; Description: Non-Profit University; Responsibilities Duties: Serves on the Board of Regents Investment Committee. Serves on Business Department's Executive Advisory Council; Start date: 2017-01-30; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: https://www.tlu.edu/.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-12
• S63 Uniform Securities Agent State Law Examination
  1993-02-05

Designations

• Certified Financial Planner