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Building 2SOUTH TEXAS CAPITAL ADVISORS, LLC

Map pinNEW BRAUNFELS, TX
Phone830-387-4110
NotebookSEC #801-136578
Total AUM
$167.2M
Employees
2
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1259 TX-337 LOOP #300
NEW BRAUNFELS
TX 78130
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
830-387-4110

ReceiptFinancials

Total AUM
$167.2M
Accounts
59
Discretionary
$167.2M
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
27
AUM
$167.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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