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| Texas Capital Bank Wealth Management Services Inc
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| CRD # | 298422 |
| SEC # | 801-114364 |
| CIK # | 0001802655 |
| AUM | 4,190.4 M (2026-06-16) |
| Employees | 64 (61% Investors, 61% Brokers) |
| Phone | 945-229-5873 |
| Address | 2000 Mckinney Avenue Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 138.9 | ||
| iShares Bitcoin Trust | 78.1 | ||
| Apple Inc | 42.1 | ||
| Texas Capital Bancshares Inc/Tx | 36.0 | ||
| Microsoft Corp | 22.7 | ||
| J P Morgan Chase & Co | 17.6 | ||
| Deere & Co | 17.5 | ||
| KLA Tencor Corp | 16.2 | ||
| Energy Transfer Equity LP | 15.2 | ||
| Facebook Inc | 14.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 501 | 2.2 |
| (c) Banking or thrift institutions | 47 | 0.4 |
| (d) Investment companies | 1 | 0.2 |
| (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 | 58 | 0.2 |
| (i) State or municipal government entities | 0 | 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 | 128 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,251 | 4.2 |
| By Discretionary | ||
| Discretionary | 1,710 | 3.4 |
| Non-Discretionary | 541 | 0.8 |
| Total | 2,251 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 2,251 | 4.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802655] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 254900J2A7UCQM4AG645 |
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|---|---|---|
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Founders Financial Securities LLC
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