CRD: 298422
Texas Capital Bank Private Wealth Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Pershing · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-2018
- Office Locations
- 15
Office Locations
About Texas Capital Bank Private Wealth Advisors
Texas Capital Bank Private Wealth Advisors provides wealth management for business owners and families, combining financial and wealth planning with portfolio construction. Backed by Texas Capital Bank’s commercial and personal banking capabilities across treasury solutions, credit & financing, and mortgage finance. Investment solutions include ETFs, mutual funds, and fixed-income strategies, including municipal and U.S. government/agency exposure. Custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between October 17, 2025 and June 16, 2026, reported AUM increased 20.7%, from $3.5B to $4.2B.
Across 5 reported observations, AUM increased 77.6% between May 12, 2022 and June 16, 2026, from $2.4B to $4.2B.
Of the latest reported AUM, 80.2% is discretionary and 19.8% is non-discretionary.
The firm reports 39 advisory representatives and 735 clients, or 18.8 clients per representative. That equates to $5.7M in reported AUM per client.
The profile lists 15 reported office locations and 7 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Texas Capital Bank Private Wealth Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Texas Capital Bank Private Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES FULLILOVE CLINGMAN III
DIRECTOR
- CRD
- #2196124
- Ownership
- Less than 5%
JOHN WILLIAM CUMMINGS
DIRECTOR, Managing Director
- CRD
- #2729018
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
CARSON Stewart ANDERSON
Advisor
- CRD
- #5212743
Eric Michael Aplis
--
- CRD
- #7963768
Showing 2 of 65 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,359,970,711 | $1,964,895 |
| Non-Discretionary | $830,449,288 | $1,535,026 |
| Total | $4,190,419,999 | $1,861,582 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Texas Capital Bank Private Wealth Advisors has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Texas Capital Bank Private Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing