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- Custodian
- Charles Schwab & Company · Interactive Brokers · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-1999
- Office Locations
- 2
Office Locations
About Sather Financial Group, Inc.
Sather Financial Group is a fee-only Texas RIA delivering customized financial planning and discretionary investment management for retail and institutional clients, including entrepreneurs. The firm operates as a fiduciary and does not sell products or take commissions—compensation is tied to assets managed to align incentives. Portfolios are implemented primarily with ETFs and public funds, with custody commonly at Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
DAVID SCOTT SATHER
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2312957
- Ownership
- 50% but less than 75%
WARREN ALBEN UDD
Certified Financial Planner, President
- CRD
- #4929353
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Caleb R Bronnenberg
--
- CRD
- #7360693
William Charles Errett
--
- CRD
- #8063524
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,260,356,646 | $1,502,897 |
| Non-Discretionary | $6,707,366 | $3,353,683 |
| Total | $2,267,064,012 | $1,505,355 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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