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| Texas Capital Bank Wealth Management Services Inc
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| |
|---|---|
| CRD # | 298422 |
| SEC # | 801-114364 |
| CIK # | 0001802655 |
| AUM | $3.4 BB (2024-03-29) |
| Employees | 66 (89% Investors, 44% Brokers) |
| Phone | 214-210-3092 |
| Address | 2000 Mckinney Avenue Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 66.1 | |
| AAPL | 2,382,844.0 | 27.0 | |
| MSFT | 1,918,222.4 | 13.1 | |
| LLY | 301,789.7 | 12.6 | |
| KLAC | 49,261.0 | 11.2 | |
| LRCX | 60,793.2 | 10.3 | |
| COST | 207,576.9 | 9.9 | |
| JPM | 340,169.2 | 9.9 | |
| DE | 94,490.3 | 9.7 | |
| ORCL | 182,760.6 | 9.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 567 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 27 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 111 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,868 | 3.4 |
| By Discretionary | ||
| Discretionary | 1,418 | 2.8 |
| Non-Discretionary | 450 | 0.5 |
| Total | 1,868 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 1,868 | 3.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802655] |
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|---|---|---|
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Accredited Investors Inc
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Botty Investors LLC
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