Sather Financial Group, Inc.

RIASEC RegisteredEst. 2000

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$1.5M

Accounts

1,506

Employees

Advisory reps

Firm details

Headquarters: Victoria, Texas
CRD number: 109344
Registered since: October 3, 2000
Website: satherfinancial.com
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 SEC-registered independent registered investment adviser (since 2000) owned by an individual. The firm serves both individuals/families and institutional clients and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and educational seminars or workshops. Sather does not classify itself as an active ESG investor and is not presented as a multi-state or newly formed adviser. The firm has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA list (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms lists (2022 and 2025).