South Texas Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
South Texas Capital Advisors is an independent registered investment adviser that provides discretionary asset management and portfolio services to individuals, high net worth individuals, non-profits and small businesses, managing approximately $167.2 million as of December 31, 2025 across multiple client accounts. The firm offers direct asset management and also participates as a wrap fee program sponsor, working through custodial relationships it recommends for trade execution and custody.
The firm combines fundamental and technical analysis and generally pursues long-term purchase strategies with periodic rebalancing and at least quarterly reviews to align portfolios with client objectives; it manages accounts on either a discretionary or non-discretionary basis depending on client agreements. It relies on third‑party research and institutional platforms and directs clients to custody at a recommended custodian that provides trading, custody and business-support services to the adviser.
Compared with many small independent advisers, the firm is affiliated with a parent holding company that also owns another investment adviser and its principals are involved in a separate real‑estate development business whose duties can overlap trading hours, and the firm has applied for SEC registration. The brochure discloses a prior disciplinary event involving a management person who was permanently barred by FINRA for refusal to provide on‑the‑record testimony, and the firm offers performance‑based fee arrangements in addition to percentage‑of‑AUM fees — features that are uncommon among peers.
Client services
Expertise
Fee options
Performance-based fee of up to 25% of net profits per calendar quarter, charged quarterly in arrears using a high watermark methodology; plus an Annual Administration Fee of up to 1.0% of assets under management, assessed quarterly in advance.
Account minimum: $1,000,000
Main office
1259 Tx 337 Loop #300
New Braunfels TX 78130
Advisors at this office
1
Most active in
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)