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Texas Capital Bank Private Wealth Advisors
Texas Capital Bank Private Wealth Advisors is an SEC-registered investment adviser in Dallas, TX, registered since 2018. The firm manages $4.2 billion in...
Texas Capital Bank Private Wealth Advisors
Texas Capital Bank Private Wealth Advisors is an SEC-registered investment adviser in Dallas, TX, registered since 2018. The firm manages $4.2 billion in assets, with $3.4 billion on a discretionary basis. It has 64 employees and 39 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Fort Worth, TX, United States
Principals
Rob C. Holmes
President and CEO of Texas Capital Bancshares, Inc.
Sector focus
Frequently asked questions
What is Texas Capital Bank Private Wealth Advisors?
Texas Capital Bank Private Wealth Advisors is a bank / wealth / trust headquartered in Dallas, United States.
When was Texas Capital Bank Private Wealth Advisors founded?
Texas Capital Bank Private Wealth Advisors was founded in 2018.
Where is Texas Capital Bank Private Wealth Advisors headquartered?
Texas Capital Bank Private Wealth Advisors is headquartered in Dallas, United States, in the North America region.
What does Altss track for Texas Capital Bank Private Wealth Advisors?
Altss maintains an OSINT-verified profile of Texas Capital Bank Private Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Texas Capital Bank Private Wealth Advisors's website?
Texas Capital Bank Private Wealth Advisors's public website is texascapitalbank.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Texas Capital Bank Private Wealth Advisors?
Texas Capital Bank Private Wealth Advisors is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Texas Capital Bank Private Wealth Advisors?
Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was Texas Capital Bank Private Wealth Advisors's Altss profile last updated?
Texas Capital Bank Private Wealth Advisors's source record was modified on June 3, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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