Victoria, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sather Financial Group, Inc.
Team
Firm-wide stats for Sather Financial Group, Inc.
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.
Based on Sather Financial Group, Inc.
Expertise
Based on Sather Financial Group, Inc.
Location
120 E. Constitution St
Victoria TX 77901
Advisors at this office
8
Advisors at this office
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.
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 63, Series 66
Victoria, TX
Sather Financial Group, Inc.
Joseph Olive is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Sather Financial Group, Inc., where he has worked since 2024. Prior to joining Sather, he held roles 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 employs a value-oriented investment approach influenced by Warren Buffett, utilizing fundamental research and a team review process to guide portfolio management and retirement-plan consulting services.
Jonathan Z
CFP®, Series 65
Victoria, TX
Sather Financial Group, Inc.
Jonathan Zahradka is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Sather Financial Group, Inc. since 2011. He holds the Series 65 designation and is based in Victoria, TX. 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, utilizing 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.
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