# TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 298422
- Type: SEC-registered investment adviser
- SEC file number: 801-114364
- Location: 2000 MCKINNEY AVENUE, SUITE 700, DALLAS, TX, 75201
- Phone: 945-229-5873
- Latest filing: 2026-06-16
- Regulatory AUM: $4.2B
- Discretionary AUM: $3.4B
- Non-discretionary AUM: $830.4M
- Clients: 64
- Accounts: 2,251

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| John William Cummings | DIRECTOR | — |
| John Matthew Scurlock | DIRECTOR | — |
| James Fullilove Clingman | DIRECTOR | — |
| Vivek Aditya Misra | CHIEF COMPLIANCE OFFICER | — |
| John W Cummings | DIRECTOR | — |
| John Matthew Scurlock | DIRECTOR | — |
| James F Clingman | DIRECTOR | — |
| David H Lucas | CHIEF COMPLIANCE OFFICER | — |
| CUMMINGS JOHN W | DIRECTOR | — |
| RECER JAMES DANIEL | DIRECTOR | — |
| ORR JAMES STEVEN | CHIEF COMPLIANCE OFFICER | — |
| MILLER ALAN LUTHER | PRESIDENT, DIRECTOR; SECRETARY, DIRECTOR | — |
| ACKERSON VINCENT ALLEN | DIRECTOR | — |
| ANDERSON JULIE LAIR | DIRECTOR | — |
| SARVADI JOHN CHRISTOPHER | DIRECTOR | — |
| AHMED NAWVID | CHIEF COMPLIANCE OFFICER | — |
| SCURLOCK JOHN MATTHEW | DIRECTOR | — |
| Clingman James F | DIRECTOR | — |
| JERVIS JOSHUA | CHIEF COMPLIANCE OFFICER | — |
| Lucas David H | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298422/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298422/similar
- Related entities: https://search.stillhousedata.com/firm/298422/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298422

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.