A complete list of active advisors currently associated with Texas Capital Management
Warmer can help you find a great advisor at Texas Capital Management or one who fits your needs even better.
Texas Capital Management is an independent, fee-only registered investment adviser that provides discretionary portfolio management to individuals, trusts, retirement accounts, and similar clients. Its advisory services may include exchange-listed and over‑the‑counter equities, corporate debt, certificates of deposit, mutual funds, and exchange‑traded funds, and the firm reports approximately $53 million in assets under management. The firm emphasizes custom portfolio construction and offers two primary management methods: a separately managed account option with direct security ownership and a strategic asset allocation approach. It employs an active monitoring process that includes a tactical overlay to continuously evaluate and adjust asset‑class allocations and operates with discretionary trading authority documented through client investment policy statements. What is distinctive about the firm is the unusually high client load for a solo practice — roughly 195 client accounts managed by its single adviser — while remaining a fee‑only operation that does not accept referral fees or soft‑dollar benefits. The firm also documents formal compliance controls and oversight (including quarterly personal‑trading reviews and a written Code of Ethics) and maintains business continuity and information‑security programs to support custodial relationships and client reporting.
To learn more about the advisors currently working at Texas Capital Management, 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 |
|---|---|---|
Baytown, TX
| 9
|
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