Sather Financial Group, Inc.
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 482
- Avg AUM / client
- $4.7M
- Accounts
- 1,506
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 201 | $74.0M | 3.26% |
| High net worth individuals | 247 | $1.6B | 70.8% |
| Pension and profit sharing plans | 10 | $41.1M | 1.81% |
| Charitable organizations | 18 | $306M | 13.5% |
| Corporations and other businesses | 6 | $241M | 10.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rexco, Inc. 401(k) Profit Sharing Plan Rexco, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Scott Sather | Ceo And Chief Compliance Officer | CFP | Jul 1998 (28y) | 50% – 75% |
| Warren Alben Udd | President | CFP | Apr 2005 (21y) | 10% – 25% |
| Tammy Carol Kimbrough | Shareholder | Apr 2010 (16y) | Less than 5% | |
| Jonathan Micheal Zahradka | Vice President | CFP | Oct 2011 (15y) | 10% – 25% |
| Caleb R Bronnenberg | Registered representative | Jul 2021 (5y) | ||
| Evan Phillip Martinez | Registered representative | Jan 2023 (4y) | ||
| Joseph Olive | Registered representative | CFP | Aug 2024 (2y) | |
| Dylan David Swanson | Registered representative | Nov 2024 (2y) | ||
| William Charles Errett | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rexco, Inc. 401(k) Profit Sharing Plan | Rexco, Inc. | 126 | $4.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/26/2026 | 937 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (99% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗