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| Texas Capital Bank Wealth Management Services Inc
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| CRD # | 298422 |
| SEC # | 801-114364 |
| CIK # | 0001802655 |
| AUM | $3.5 B (2025-06-09) |
| Employees | 101 (79% Investors, 35% Brokers) |
| Phone | 214-210-3092 |
| Address | 2000 Mckinney Avenue Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001802655 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 86.4 | ||
| Apple Inc | 23.7 | ||
| Texas Capital Bancshares Inc/Tx | 19.9 | ||
| Microsoft Corp | 17.3 | ||
| Oracle Corp | 12.9 | ||
| Deere & Co | 12.1 | ||
| J P Morgan Chase & Co | 11.9 | ||
| Amphenol Corp /DE/ | 10.4 | ||
| Mastercard Inc | 10.1 | ||
| Intuit Inc | 10.1 | ||
| Facebook Inc | 10.0 | ||
| Lilly Eli & Co | 9.9 | ||
| KLA Tencor Corp | 9.6 | ||
| Lam Research Corp | 9.5 | ||
| Morgan Stanley | 9.5 | ||
| Costco Wholesale Corp /NEW | 9.3 | ||
| Caterpillar Inc | 8.2 | ||
| Home Depot Inc | 8.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 586 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (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 | 28 | 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 | 116 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,016 | 3.4 |
| By Discretionary | ||
| Discretionary | 1,616 | 2.9 |
| Non-Discretionary | 400 | 0.5 |
| Total | 2,016 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 2,016 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802655] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clinton Investment Management LLC
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|
CT | 3.5 |
|
Provenance Wealth Advisors LLC
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|
FL | 3.5 |
|
Western International Securities Inc
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|
CA | 3.5 |
|
Parkway Advisors LP
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|
TX | 3.5 |
|
Lindbrook Capital LLC
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|
CA | 3.5 |
|
Atalanta Sosnoff Management LLC
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|
NY | 3.5 |
|
CFM Advisors Inc
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|
NY | 3.5 |
|
Vestgen Advisors LLC
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|
IL | 3.5 |
|
BPS Capital Management Inc
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|
MN | 3.5 |
|
Miller Howard Investments Inc
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|
NY | 3.5 |