SOUTH TEXAS CAPITAL ADVISORS, LLC

RIASEC Registered
Total AUM
$167M
Discretionary
$167M
100% of AUM
Avg account
$2.8M
Accounts
59
Employees
2
Advisory reps
2

Firm details

Headquarters
NEW BRAUNFELS, Texas
CRD number
283773
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

South Texas Capital Advisors, LLC is a privately held advisory firm that manages portfolios for individual and family clients, including small business owners. The firm operates as an LLC and reports portfolio management as its primary advisory activity. It charges clients a combination of percentage-of-assets fees and performance-based fees. The firm does not identify as an ESG investor, is not listed as a multi-state adviser in the provided data, and is not designated as a capital allocator. The SEC registration year is not reported in the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • JAMES MAHAN

    PrincipalCRD 5787176

  • GREGORY SNIDER

    PrincipalCRD 5388927

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW BRAUNFELS, TX

COMAL

Location

NEW BRAUNFELS, TX

Headquartered in NEW BRAUNFELS, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
COMAL
Address
1259 300
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth