Texas Capital Bank Wealth Management Services Inc.
Texas Capital Bank Wealth Management Services Inc, doing business as Texas Capital Bank Private Wealth Advisors, is the wealth and asset management arm of Texas Capital Bank. Headquartered in Dallas, TX, the firm serves high net worth individuals, charitable organizations, investment companies, and businesses with tailored investment solutions. Founded as part of Texas Capital Bank, the firm manages multi-billion dollar assets and employs approximately 101 professionals. It is registered with the SEC as an investment adviser and manages both separate client accounts and branded funds such as the Texas Capital Government Money Market Fund.
Investment Strategy
Texas Capital Bank Wealth Management Services Inc pursues an investment advisory approach focused on providing personalized portfolio construction, active investment management, and risk-adjusted returns for high net worth individuals, charitable organizations, and select institutional clients. The firm manages both discretionary and non-discretionary accounts using diversified holdings in equities, fixed income, and money market funds. For managed funds such as the Texas Capital Government Money Market Fund, the strategy is to provide as high a level of current interest income as is consistent with maintaining liquidity and stability of principal. Their overall philosophy emphasizes careful risk management, liquidity, and tailored solutions aligned with clients’ unique financial objectives.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 30.88% | $330.7M | 582,195 | $361.32 | $568.03 | +$16.0M |
N NVDA | NVIDIA CORPORATION | 8.07% | $86.4M | 546,919 | $23.40 | $157.99 | +$27.5M |
I IEFA | ISHARES TR | 4.70% | $50.3M | 602,486 | $68.18 | $83.48 | -$4.4M |
A AAPL | APPLE INC | 2.22% | $23.7M | 115,622 | $120.54 | $205.17 | -$2.4M |
I IWR | ISHARES TR | 2.19% | $23.4M | 254,953 | $64.96 | $91.97 | -$1.2M |