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Texas Capital Bank Private Wealth Advisors CRD 298422
$4.19B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-03 |
Branch Locations
98 San Jacinto Boulevard, Suite 200, Austin, TX 78701 • United States
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Austin | TX | 07/2005 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 02/2021 | 02/2025 |
| Texas Capital Bank | Austin | TX | 04/2025 | Present |
| Texas Capital Bank Private Wealth Advisors | Austin | TX | 04/2025 | Present |
Buckaroo Partners, LP |Managing Member|Entity only holds liquid financial assets-not investment related business|1 hour per month| Started 06/2013| PO Box 684805, Austin, TX 78768
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-10 |
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