Texas Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,480,935
Clients
195
24% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
195
Very HighAverage account size
$274,261
About
Texas Capital Management is an independent, fee-only registered investment adviser that provides discretionary portfolio management to individuals, trusts, retirement accounts, and similar clients. Its advisory services may include exchange-listed and over‑the‑counter equities, corporate debt, certificates of deposit, mutual funds, and exchange‑traded funds, and the firm reports approximately $53 million in assets under management.
The firm emphasizes custom portfolio construction and offers two primary management methods: a separately managed account option with direct security ownership and a strategic asset allocation approach. It employs an active monitoring process that includes a tactical overlay to continuously evaluate and adjust asset‑class allocations and operates with discretionary trading authority documented through client investment policy statements.
What is distinctive about the firm is the unusually high client load for a solo practice — roughly 195 client accounts managed by its single adviser — while remaining a fee‑only operation that does not accept referral fees or soft‑dollar benefits. The firm also documents formal compliance controls and oversight (including quarterly personal‑trading reviews and a written Code of Ethics) and maintains business continuity and information‑security programs to support custodial relationships and client reporting.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$100,000 - $499,999: 1.75% $500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 1.00%
Account minimum: $100,000 Fee-only: Annual fees between 0.50% and 1.75% depending on asset level and investment method; fees are negotiable and paid quarterly in advance; no commissions or performance fees.
Main office location
Texas Capital Management
256 Mable Street
Baytown TX 77520, United States
Number of offices
1
Most active in
Texas Capital Management has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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