Texas Capital Bank Private Wealth Advisors
DBA: Texas Capital Bank Wealth Management Services, Inc.
2000 MCKINNEY AVENUE, Dallas, Texas 75201
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
1.25% of the first $1,000,000; 1.00% of the next $1,000,000; 0.80% Remaining Balance; 0.80% First $5,000,000; 0.60% of the next $5,000,000; 0.50% of the remaining Balance
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.