Sather Financial Group, Inc.

RIASEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$1.5M
Accounts
1,506
Employees
9
Advisory reps
9

Firm details

Headquarters
Victoria, Texas
CRD number
109344
Registered since
October 3, 2000
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70.79%
  • Charitable Organizations13.5%
  • Corporations / Businesses10.63%
  • Individuals3.26%
  • Pension & Profit Sharing Plans1.81%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sather Financial Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2000. The firm serves both individual and family clients as well as institutional accounts and is owned by an individual. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. The firm does not identify as an active ESG investor. Sather has received external recognition on multiple industry lists, including placements by the Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), and CNBC (Top 100 Financial Advisory Firms, 2022 and 2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Public Funds/Mutual Funds 13%, US Government Bonds 3%, Cash & Cash Equivalents 3%81%
  • Exchange Traded Equities81%
  • Public Funds/Mutual Funds13%
  • US Government Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$84M in ETFs

Passive

99%

$83.4M

Active

0%

$672K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US HEALTHCARE PROVIDERS ETF (IHF)BlackRockPassiveHealth$64.9M1,181,64277.19%

Location

Primary office

Victoria, TX

Victoria

Location

Victoria, TX

Headquartered in Victoria, TX, anchoring the Victoria-Port Lavaca, TX metro in the South.

Metro area
Victoria-Port Lavaca, TX
Region
South
County
Victoria
Address
120 E Constitution St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth