Sather Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,678,906,214
Clients
448
Advisors
9
across 2 offices
About
Sather Financial Group, Inc. is a fee‑only registered investment adviser that manages roughly $2.26 billion in discretionary assets for individuals, high‑net‑worth families, retirement plans, collective investment trusts and charitable organizations. The firm provides continuous portfolio management, financial planning, and ERISA retirement‑plan consulting services, including both 3(21) oversight and 3(38) discretionary plan management.
The firm’s investment approach is value‑oriented and explicitly influenced by Warren Buffett, relying on fundamental, in‑house research and a team review process to identify opportunities and assess valuation, risk and cash‑flow needs. Trading strategies described in the brochure include option writing (for example, writing put options) and the firm acknowledges the occasional use of leverage or margin and block trading to implement positions across client accounts.
Compared with peers, Sather stands out for its high assets under management per advisor — about $250 million of AUM for each of its nine advisors — and for operating collective investment trusts administered by Alta Trust as a bank‑maintained vehicle for ERISA clients. It also publishes that it offers periodic, no‑charge educational seminars and workshops to clients and the public, and it documents use of derivatives and borrowing considerations within its separately managed account and risk disclosures.
Client services
Expertise
Fee options
Negotiated fixed fees on a case-by-case basis for specific limited engagement projects.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,000+: 0.40%
$350 per hour for financial planning services on an hourly basis for clients without asset management relationship.
Account minimum: $1,000,000 Fee-only: Fee-only investment management; financial planning and strategy services included for clients with investment management relationship.
Main office
See office120 E. Constitution St
Victoria TX 77901
Advisors at this office
8
Offices (2)
Most active in
Louisiana · Nebraska · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Evan M
Series 65
Victoria, TX
Sather Financial Group, Inc.
Evan Martinez is a financial advisor at Sather Financial Group, Inc. in Victoria, TX, with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed professional and in the food service industry. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm uses a value-oriented investment approach influenced by Warren Buffett, employing fundamental research and a team review process to evaluate opportunities, risks, and cash flow needs.
Warren U
CFP®
Victoria, TX
Sather Financial Group, Inc.
Warren Udd is a CFP® professional with 21 years of industry experience. He has been with Sather Financial Group, Inc. since 2002. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, using fundamental, in-house research and a team review process to guide portfolio management and financial planning.
Caleb B
Series 65
New Braunfels, TX
Sather Financial Group, Inc.
Caleb Bronnenberg is a Series 65-licensed financial advisor with Sather Financial Group, Inc., based in New Braunfels, TX. He has five years of industry experience and has been with Sather Financial Group since 2016. Prior to that, he held roles at Huntsman Corporation and Camden Property Trust. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm uses a value-oriented investment approach influenced by Warren Buffett, relying on fundamental research and a team review process.
David S
CFP®, Series 63, Series 65
Victoria, TX
Sather Financial Group, Inc.
David Sather is a CFP® certificant with 27 years of industry experience. He has been with Sather Financial Group, Inc. since 1999. The firm is a fee-only registered investment adviser that manages approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. Sather Financial Group employs a value-oriented investment approach influenced by Warren Buffett, using in-house research and a team review process to evaluate opportunities, valuation, risk, and cash-flow needs.
Joseph O
CFP®, Series 66, Series 63
Victoria, TX
Sather Financial Group, Inc.
Joseph Olive is a CFP® professional with 11 years of industry experience. He currently works at Sather Financial Group, Inc. and has prior experience at Edward Jones, Wells Fargo Advisors, and Charles Schwab. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm follows a value-oriented investment approach influenced by Warren Buffett and uses fundamental, in-house research combined with a team review process.
Jonathan Z
CFP®, Series 65
Victoria, TX
Sather Financial Group, Inc.
Jonathan Zahradka is a CFP®-designated financial advisor with Sather Financial Group, Inc. in Victoria, Texas. He has 14 years of industry experience and has been with Sather Financial Group for 15 years. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, using fundamental research and a team review process to guide portfolio management and retirement-plan consulting services.
Tammy K
Series 63, Series 66
Victoria, TX
Sather Financial Group, Inc.
Tammy Kimbrough is a financial advisor at Sather Financial Group, Inc. with 24 years of industry experience. She has been with Sather Financial Group for 17 years. Her credentials include Series 63 and Series 66 licenses. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm follows a value-oriented investment approach influenced by Warren Buffett, using fundamental research and a team review process to evaluate opportunities and risk.
Dylan S
Series 65
Victoria, TX
Sather Financial Group, Inc.
Dylan Swanson is a Series 65-licensed financial advisor at Sather Financial Group, Inc. with one year of industry experience. Prior to joining Sather Financial Group, he was self-employed for two years. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, using fundamental research and team reviews to guide portfolio management, financial planning, and ERISA retirement-plan consulting services.
William E
Series 65
Victoria, TX
Sather Financial Group, Inc.
William Errett is a Series 65-registered advisor at Sather Financial Group, Inc. in Victoria, Texas, with one year of industry experience. Prior to joining the firm, he was a student for ten years. Outside of his advisory role, he serves as CFO and accountant for Just Add Magic Entertainment, a character entertainment company in north Austin. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, utilizing in-house research and a team review process to evaluate opportunities and risks.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")