A complete list of active advisors currently associated with Sather Financial Group, Inc.

Warmer can help you find a great advisor at Sather Financial Group, Inc. or one who fits your needs even better.

Sather Financial Group, founded in 1999, provides investment management, financial planning and retirement-plan consulting and manages approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans and charitable organizations. The firm generally works with households at or above a $1 million relationship minimum and reports roughly 448 client relationships. The firm’s investment approach is rooted in value-investing principles inspired by Warren Buffett, relying on fundamental analysis, long holding periods and a willingness to hold cash until compelling opportunities arise; it may also use options (e.g., writing puts) and cash‑out arbitrage as part of its toolkit. Research and due diligence are conducted largely in-house and investment ideas are vetted through a team-based review process before implementation. Distinctive features include operating with nine listed advisors while overseeing over $2 billion in assets and serving as investment adviser to collective investment trusts (CITs) that hold ERISA plan assets, alongside offering ERISA 3(21)/3(38) retirement-plan services. The firm uses block trading and multiple custodians (including Charles Schwab and Interactive Brokers) to seek execution efficiencies, and it discloses that it receives no fee for managing a Sather‑managed CIT when recommending that vehicle to retirement-plan clients.

To learn more about the advisors currently working at Sather Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.