{"url":"https://nivawealth.com/firms/south-texas-capital-advisors-283773","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283773","regulatoryAum":167230485,"crd":"283773","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5787176","suffix":null,"lastName":"MAHAN","firstName":"JAMES","middleName":"EARL"},{"crd":"5388927","suffix":null,"lastName":"SNIDER","firstName":"GREGORY","middleName":"SCOTT"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136578","legalName":"South Texas Capital Advisors, LLC","displayName":"South Texas Capital Advisors","slug":"south-texas-capital-advisors-283773","website":"https://southtexascapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1259 TX-337 Loop #300","city":"New Braunfels","state":"TX","stateName":"Texas","country":"United States","postalCode":"78130"},"tradeNames":[],"registration":{"secApproved":"24 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":6193721.666666667,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":167230485,"discretionary":167230485,"discretionaryAccounts":59,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":164349137,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":27,"regulatoryAum":167230485}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:26:43.025665+00:00","documents":[{"name":"STCA ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047267","versionId":1047267,"submittedOn":"2026-06-04"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047266","versionId":1047266,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":167230485}],"custodyNote":"South Texas Capital Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Gregory Snider","title":"CCO, CEO","crd":"5388927"}],"ownership":[{"label":"NB Capital LLC","detail":"Owner in the 75% or more ownership band and a control person, since June 2016."},{"label":"Gregory Snider","detail":"Indirect owner: a managing member/cco of NB Capital LLC in the 75% or more band and a control person, since May 2016.","parent":"NB Capital LLC"},{"label":"James Mahan","detail":"Indirect owner: a managing member of NB Capital LLC in the 25% to 50% band and a control person, since June 2017.","parent":"NB Capital LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"1259 TX-337 Loop #300","city":"New Braunfels","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"830-387-4110","stateRegisteredReps":2,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":90},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"24 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283773/PDF/283773.pdf","brochureDate":"4 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047267","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does South Texas Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does South Texas Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does South Texas Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does South Texas Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does South Texas Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns South Texas Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does South Texas Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact South Texas Capital Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}