| Name | Title | Ownership | Since |
|---|---|---|---|
| James Fullilove Clingman Control | Director | Under 5% | 2022 |
| John Matthew Scurlock Control | Director | Under 5% | 2022 |
| John William Cummings Control | Director | Under 5% | 2022 |
Texas Capital Bank Wealth Management Services, Inc. reports $3.5 billion in regulatory assets under management on its Form ADV.
Texas Capital Bank Wealth Management Services, Inc. reports 101 employees.
Texas Capital Bank Wealth Management Services, Inc. is based in Dallas, TX and has been SEC-registered since 2018.
Texas Capital Bank Wealth Management Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2000 McKinney Avenue, Suite 1800, Dallas, TX 75201 |
| Phone | 945-229-5873 |
| Fax | 214-932-6683 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1802655 |
| Discloses disciplinary history | No |
| Discretionary | $2.93B |
| Non-discretionary | $541M |
| Total (RAUM) | $3.47B |