CRD: 283773
South Texas Capital Advisors, LLC
$167.2M Total AUM
$167.2M Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2016
- Office Locations
- 1
Office Locations
1259 TX-337 Loop #300 NEW Braunfels TX
About South Texas Capital Advisors, LLC
South Texas Capital Advisors, LLC is a NEW Braunfels-based RIA. The firm has been operating for 10 years. Managing $167.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
-- AVG AGE
$83.6M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
9.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
G
GREGORY SCOTT SNIDER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5388927
- Ownership
- Less than 5%
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JAMES EARL MAHAN
Principal
- CRD
- #5787176
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,230,485 | $2,834,415 |
| Non-Discretionary | $0 | -- |
| Total | $167,230,485 | $2,834,415 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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