A complete list of active advisors currently associated with South Texas Capital Advisors, LLC
Warmer can help you find a great advisor at South Texas Capital Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at South Texas Capital Advisors, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
New Braunfels, TX
| 15
|
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