SourcingSourcing

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

C23
CRD 298422·SEC 801-114364·DALLAS, TX
AUM
$4.19B
$1B+
Est. Revenue
$41.9M
@ 1% on AUM
Est. EBITDA
$12.6M
@ 30% margin
Est. Deal Value
$100.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
CRD
298422
SEC file #
801-114364
EIN
743041348
DBA names
Texas Capital Bank Private Wealth Advisors

Economics

AUM
$4.19B
AUM band
$1B+
AUM trajectory
'20'26
$1.10B → $4.19B▲ +279%
Client mix
Individuals High Net Worth501
Corporations128
Charitable Organizations58
Banking Institutions47
Investment Companies1

Operations

Employees (total)
64
Advisory staff (per ADV)
39
Advisory staff (5-yr trend)
'20'26
24 advisors → 39 advisors▲ +63%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/tcbcio(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TEXAS CAPITAL BANK
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
TEXAS CAPITAL BANK
CLINGMAN, JAMES, FULLILOVE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:texasbank.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001802655
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-02-13
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001802655-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
22
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Pershing7
Raymond James6
Fidelity5
E*trade4
Edgar Addresses
Mailing
2000 MCKINNEY AVESUITE 1800DALLAS, TX 75201
Business
2000 MCKINNEY AVESUITE 1800DALLAS, TX 75201
Edgar EIN
743041348
Edgar Recent Filings
13F-HR2026-05-11 · 0001802655-26-000005
13F-HR2026-02-09 · 0001802655-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (54)

54
JAMES FULLILOVE CLINGMAN
Executive Officer · 2.5%
2196124
JOHN WILLIAM CUMMINGS
Executive Officer · 2.5%
2729018
Scurlock, John, Matthew
Executive Officer · 2.5%
7521986
Misra, Vivek, Aditya
Executive Officer · 2.5%
8078773
ROBERT KELLY BALL
IAR
2419227
Hayden Lance Williams
IAR
7669465
ANNE WILLIAMS COZAD
IAR
7460529
Chelsea Ann Herr
IAR
7966393
Mitchell Cayman Hubbard
IAR
7506737
Imaan Amar Doze
IAR
8237746
Andrew Steven Plambeck
IAR
7669399
BRYAN PAUL KUCHOLTZ
IAR
4359592
Beverly Ellen Tittle
IAR
6928034
Brandon Charles Hassenfratz
IAR
7508535
GREGORY GAIL YOKUM
IAR
2223453
Joshua Brett Rollins
IAR
7959314
NANCY DANA CHAMPION
IAR
4354406
Robert Jud Riley
IAR
8079486
Conlon Cash
IAR
7654180
Henry Walter Fisher
IAR
7811575
YADIRA E. MEDINA
IAR
4863549
Marc Anthony Dunbar
IAR
6640719
Margaret Paige Cappell
IAR
8203253
John Hayden Bryant
IAR
6209021
Jarvis Isaiah Ervin
IAR
8220660
NICHOLAS JOSEPH ARMATO
IAR
7196511
Scott Alexander Ashmore
IAR
7818082
MAURO MARQUEZ
IAR
5742462
WILLIAM ROBINSON WAGNER
IAR
6101315
James A Wening
IAR
6093517
Hussain Ali Fawaz
IAR
4061500
Alfonso Paragas Tadeo
IAR
2052174
Shaina Buegeler
IAR
6627850
Andrew Scott Pennywell
IAR
7670122
Tyson Hughes Robertson
IAR
7981345
Sienna Monet Gomez
IAR
7852842
Collin McAvoy
IAR
5975023
Hailee Binet Rutledge
IAR
7132653
James Steven Orr
IAR
1589436
G BARRY LANDRUM
IAR
6197510
JAMES MARCUS BROWN
IAR
1215292
CARSON Stewart ANDERSON
IAR
5212743
Cortlan Dean Castle
IAR
8161241
David Lee Stevens
IAR
5165226
Michael John Krach
IAR
2210255
Diego A. Patino
IAR
2996024
JOSEPH ZORN
IAR
2600959
CHRISTOPHER WOODS
IAR
4649626
Robin Clay Thigpin
IAR
867717
MARK FREDERICK RODGERS
IAR
2052523
NEAL ALLEN HIETT
IAR
2099325
Brett Whitfield Fenn
IAR
4835646
Bradley Scott Mayer
IAR
4962737
Joseph Robert Gallardo
IAR
7942238