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Sather Financial Group, Inc. CRD 109344
$2.27B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
120 E. Constitution St, Victoria, TX 77901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-18 |
Branch Locations
120 E. Constitution St, Victoria, TX 77901 • United States
760 Comal Ave., New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Na | TX | 07/2014 | 05/2022 |
| Self Employed | Seguin | TX | 06/2022 | 06/2024 |
| Sather Financial Group | New Braunfels | TX | 07/2024 | Present |
| Sather Financial Group, Inc. | New Braunfels | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-16 |
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