Texas Capital Bank
$297M reported client assets across 2 advisory firms in FY2020 annual amendments
Reported client assets over time
$297M
$425M
2017
2020
Same-firm comparison: 2 firms that reported Texas Capital Bank in both FY2019 and FY2020 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Oasis Investment Strategies Llc | $200M | $5.0B | 4.0% | 04/01/2021 |
| Brookmont Capital Management, Llc | $96.8M | $576M | 16.8% | 03/29/2021 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.