TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 298422). Regulatory assets under management: $4.2B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (20)

NameRoleLocation
John William CummingsDIRECTOR
John Matthew ScurlockDIRECTOR
James Fullilove ClingmanDIRECTOR
Vivek Aditya MisraCHIEF COMPLIANCE OFFICER
John W CummingsDIRECTOR
John Matthew ScurlockDIRECTOR
James F ClingmanDIRECTOR
David H LucasCHIEF COMPLIANCE OFFICER
CUMMINGS JOHN WDIRECTOR
RECER JAMES DANIELDIRECTOR
ORR JAMES STEVENCHIEF COMPLIANCE OFFICER
MILLER ALAN LUTHERPRESIDENT, DIRECTOR; SECRETARY, DIRECTOR
ACKERSON VINCENT ALLENDIRECTOR
ANDERSON JULIE LAIRDIRECTOR
SARVADI JOHN CHRISTOPHERDIRECTOR
AHMED NAWVIDCHIEF COMPLIANCE OFFICER
SCURLOCK JOHN MATTHEWDIRECTOR
Clingman James FDIRECTOR
JERVIS JOSHUACHIEF COMPLIANCE OFFICER
Lucas David HCHIEF COMPLIANCE OFFICER

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