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
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | 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 |
Continue browsing