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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2012
- Office Locations
- 1
Office Locations
About Texas Capital Management
Texas Capital Management (TXCM) is an independently owned Baytown, TX RIA focused on retail investors, providing wealth management and custom portfolio management. The firm uses a quantitative, tactical overlay with continuous asset-class evaluation and more frequent reallocations to seek improved risk-adjusted returns in cyclical markets. Notable for long local longevity (founded by Gary Clemmons; now led by owner Juanita Finley) and ETF-heavy portfolios, with custody via Fidelity/NFS.
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Owner & Executives
JUANITA ROWAN FINLEY
Chief Compliance Officer, Owner, President
- CRD
- #5020657
- Ownership
- 75% or more
Bethany Cole Krenek
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,480,935 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,480,935 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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