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Updated September 28, 2026. Quick answer: Texas Capital Private Wealth Advisors discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (June 16, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (June 16, 2026): “the annual fee schedule for portfolio management for portfolios of less than $5,000,000, based on a percentage of assets under management, is as follows: Fee Rate Assets Under Management 1.25% of the first $1,000,000 1.00% of the next $1,000,000 0.80% Remaining Balance”
Note: CRD 298422 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The registrant is Texas Capital Bank Wealth Management Services, Inc., doing business as Texas Capital Bank Private Wealth Advisors, of Dallas, Texas. The firm reports about $4.19 billion in regulatory assets under management. The priced schedule is for individual clients, and the brochure says the firm serves high net worth individuals and their families. The brochure states a $1,000,000 minimum account size for advisory services, which the firm may waive.
- $0-$1,000,000: 1.25%
- $1,000,000-$2,000,000: 1.00%
- $2,000,000 and above: 0.80%
The priced schedule is the portfolio management fee for portfolios under $5,000,000, other than fixed income only portfolios, which have their own lower schedule. Most discretionary clients are in the firm’s Wrap Program, where this one fee covers management, brokerage, custody and administrative charges. Fees of any sub-advisory manager are typically separate from and in addition to the firm’s fee. Fund-level expenses, mark-ups, wire fees and similar charges are separate, and holdings in the firm’s own funds pay fund fees in addition to the account fee. Portfolios of $5,000,000 or more use a lower schedule that is not shown here.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,125 | 1.25% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $22,500 | 1.13% |
The brochure lists the schedule as a rate “of the first” and “of the next” dollars, so each balance is priced marginally, with each band’s rate applied only to the dollars inside it: 1.25% on the first $1,000,000, 1.00% on the next $1,000,000 and 0.80% on the remainder. The brochure discloses no minimum annual dollar fee, so no floor applies, and the $1,000,000 figure is an account size minimum. The brochure says the firm may make exceptions or negotiate special fee arrangements, so the figures are a published schedule rather than a guaranteed charge.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Texas Capital Private Wealth Advisors’s own published rate runs $6,250 a year.
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- Form ADV Part 2A (June 16, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048611
- SEC Investment Adviser Public Disclosure, Texas Capital Bank Private Wealth Advisors (CRD #298422): https://adviserinfo.sec.gov/firm/summary/298422
- Texas Capital Bank Private Wealth Advisors, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/298422/PDF/298422.pdf
Methodology. This page was built September 28, 2026, drawing on Texas Capital Private Wealth Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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