James Steven Orr

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

• 08/2013 → Present
  Texas Capital Bank, N.A.
  Dallas, TX
• 03/2015 → 12/2018
  Raymond James Financial Services
  Dallas, TX
• 06/2015 → 12/2018
  Raymond James Financial Services Advisors Inc.
  Dallas, TX
• 01/2019 → Present
  Chalice Capital Partners, Llc
  San Diego, CA
• 01/2019 → Present
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX

Previous Registrations

• 2015-06-01 → 2018-12-31
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 2004-10-21 → 2006-02-24
  Lpl Financial Llc
  Terrell, TX

Other Businesses

1)Texas Capital Bank Private Wealth Advisors; 8/15/2013; Chief Investment Officer; Dallas, Texas; Yes, investment related; 180 hours per month; during all trading hours. Job description: Manage client assets, set strategy; write commentary; lead Investment Committee. 2) Parkland Hospital Pension Inv Comm. Start Date: 03/2015. Location: Dallas, Texas. Job title: Committee Member. Yes, investment-related. Number of hours per month devoted to other business: 3. Number of hours per month during trading hours: 0. Job description: Serve on Investment Committee. 3) Dallas Jewish Community Foundation. Start date: 07/2016. Job title: Investment Committee Member. Yes, investment-related. Number of hours per month devoted to other business: 2. Number of hours per month during trading hours: 0. Job description: Serve on investment committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-19
• S65 Uniform Investment Adviser Law Examination
  2005-01-31

Designations

• Chartered Financial Analyst

Other Names

• Steve Orr
• James Orr