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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 | 2026-08-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Texas Capital Bank | Dallas | TX | 08/2026 | Present |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 08/2026 | Present |
| Texas Capital Bank | San Antonio | TX | 05/2025 | 07/2025 |
| University Of Georgia | Athens | GA | 08/2025 | 07/2026 |
| University Of Georgia | Athens | GA | 08/2022 | 04/2025 |
| Jhg Odd Jobs | Dunwoody | GA | 04/2020 | 08/2022 |
| Dunwoody High School | Dunwoody | GA | 08/2018 | 05/2022 |
| The Eps School | Sandy Springs | GA | 08/2015 | 05/2018 |
| Tiktok | Dunwoody | GA | 02/2019 | 03/2020 |
Texas Capital Bank | Not Investment Related | 2000 McKinney Ave., Dallas, TX 75201 | Bank | Analyst | 08/03/2026 | 1hr/4hrs mos | Analyst
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-06 |
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