South Texas Capital Advisors provides portfolio management for individuals and small businesses.
South Texas Capital Advisors reports 27 high-net-worth individuals. Of its assets, 100.0% ($167M across 59 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $164M.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 27 | $167M | 100.0% | $6.19M |
| Total | 27 | $167M | 100% | $6.19M |
- Clients
- 27
- Regulatory AUM
- $167M
- AUM share
- 100.0%
- Avg. per client
- $6.19M
Total
- Clients
- 27
- Regulatory AUM
- $167M
- AUM share
- 100%
- Avg. per client
- $6.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
South Texas Capital Advisors is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
NB Capital LLC owns 75% or more of South Texas Capital Advisors and is in turn owned by Gregory Snider (75% or more) and James Mahan (25–50%). It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of South Texas Capital Advisors, LLC
NB Capital LLC
Control person · since June 2016
- Owns 75% or more of NB Capital LLC
Gregory Snider
Control person · since May 2016
- Owns 25% to 50% of NB Capital LLC
James Mahan
Control person · since June 2017
Besides its headquarters, South Texas Capital Advisors has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1259 TX-337 Loop #300, New BraunfelsHQ
Contact and registration details
- Legal name
- South Texas Capital Advisors, LLC
- Headquarters
- 1259 TX-337 Loop #300, New Braunfels, TX 78130
- Website
- southtexascapital.com
- Phone
- 830-387-4110
- SEC file
- 801-136578
- Structure
- Texas LLC
- Fiscal year end
- December
South Texas Capital Advisors’ named custodian for separately managed accounts is Charles Schwab ($167M). South Texas Capital Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $167M100%
At year end, South Texas Capital Advisors’ separately managed accounts were mostly in stocks (90%) and cash (10%).
What the accounts hold
- Stocks90%
- Cash10%
How many clients does South Texas Capital Advisors have?
South Texas Capital Advisors has 27 clients and manages $167 million for them, as of June 2026. They include 27 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026
What services does South Texas Capital Advisors offer?
South Texas Capital Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does South Texas Capital Advisors use?
South Texas Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $167M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026
How many financial advisors does South Texas Capital Advisors have?
South Texas Capital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does South Texas Capital Advisors invest in?
At the end of its last fiscal year, South Texas Capital Advisors’ separately managed accounts held 90% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns South Texas Capital Advisors?
South Texas Capital Advisors is owned through a holding company by Gregory Snider and James Mahan. Its direct owner is NB Capital LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 June 2026
How does South Texas Capital Advisors get paid?
South Texas Capital Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact South Texas Capital Advisors?
South Texas Capital Advisors’ main office is at 1259 TX-337 Loop #300, New Braunfels, TX 78130. Its phone number is 830-387-4110. Its website is southtexascapital.com.