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Sather Financial Group, Inc.

● SEC registered since 2000CRD 109344SEC# 801-57925Victoria, TX
Export (members)
Reg. AUM
$1.95B
Employees
9
Accounts
1,400
Location
Victoria, TX

Sather Financial Group, Inc. assets under management

Sather Financial Group, Inc. is an SEC-registered investment adviser based in Victoria, TX. The firm has been registered since 2000. It reports $1.9 billion in regulatory assets under management and employs 9 people.
satherfinancial.comView on SEC.gov ↗

Sather Financial Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
David Scott Sather ControlCeo And Chief Compliance Officer50-75%1998
Jonathan Micheal Zahradka ControlVice President10-25%2019
Tammy Carol KimbroughShareholderUnder 5%2019
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Frequently asked questions

How much does Sather Financial Group, Inc. manage?

Sather Financial Group, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Sather Financial Group, Inc. have?

Sather Financial Group, Inc. reports 9 employees.

Where is Sather Financial Group, Inc. located?

Sather Financial Group, Inc. is based in Victoria, TX and has been SEC-registered since 2000.

Does Sather Financial Group, Inc. disclose fund performance?

Sather Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 E. Constitution St, Victoria, TX 77901
Phone361-570-1800
Fax361-570-0377
Office hours8 a.m. To 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1568540
Discloses disciplinary historyNo

Assets under management

Discretionary$1.94B
Non-discretionary$5M
Total (RAUM)$1.95B