{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/298422#adviser","name":"TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.","alternateName":"TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"298422"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-114364"},{"@type":"PropertyValue","propertyID":"SEC CIK","value":"1802655"}],"address":{"@type":"PostalAddress","addressLocality":"DALLAS","addressRegion":"TX","postalCode":"75201","addressCountry":"United States"},"url":"https://twitter.com/tcbcio","description":"TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. is a Registered Investment Adviser based in DALLAS, TX. Reports $4,190,419,999 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":4190419999},{"@type":"PropertyValue","propertyID":"Number of accounts","value":2251},{"@type":"PropertyValue","propertyID":"Employees","value":64},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0},{"@type":"PropertyValue","propertyID":"Custody via related person","value":"Yes"}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/298422","https://reports.adviserinfo.sec.gov/reports/ADV/298422/PDF/298422.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-26T18:03:30.484Z"}}