Fee-only adviser · New Braunfels, TX
South Texas Capital Advisors, LLC
South Texas Capital Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in New Braunfels, Texas. On its latest Form ADV, filed June 24, 2026, it reports $167M in regulatory assets under management, 27 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 283773 · SEC file 801-136578 |
| Office | 1259 TX-337 Loop #300 New Braunfels, TX 78130 |
| Phone | (830) 387-4110 |
| Website | www.southtexascapital.com |
| Regulatory assets under management | $167M |
| Individual clients | 0 non-high-net-worth, 27 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | June 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in New Braunfels
- Heritage Haus Wealth Partners LLC $241M
- Christian Financial Advisors $219M
- Intentional Living FP $41M
- Comal Wealth Management $33M
- PLW Financial $13M
- Fruit of the Vine Financial, LLC $8.4M
See all 8 fee-only advisers in New Braunfels →
Nearby
- Wimberley 1 firm
- San Antonio 38 firms
- Terrell Hills 1 firm
- Kyle 2 firms
- Shavano Park 2 firms
- Lockhart 1 firm
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