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Chelsea Ann Herr

Texas Capital Bank Private Wealth Advisors

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About Chelsea Ann Herr

Chelsea Ann Herr is an Investment Advisor Representative, licensed in Texas. Chelsea Ann Herr has been in the financial services industry since May 2011. Chelsea Ann Herr is currently registered with Texas Capital Bank Private Wealth Advisors, and has been with the firm since May 2024. Chelsea Ann Herr previously worked at Wells Fargo Private Bank in Austin, TX. Chelsea Ann Herr holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Chelsea Ann Herr specializes in providing financial planning, portfolio management services for individuals, businesses and investment companies, and selecting other advisors. Chelsea Ann Herr is a specialist in working with high net worth individuals, corporations or other businesses, charitable organizations, and state or municipal government entities.

Firm Information

Chelsea Herr is currently registered with Texas Capital Bank Private Wealth Advisors. Texas Capital Bank Private Wealth Advisors is a Dallas, TX-based firm with approximately $1 billion - $10 billion in assets under management. They offer financial planning, selection of other advisors, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They have 9 licensed agents, 62 investment adviser reps, and 36 registered representatives. Their client base includes high-net-worth individuals, corporations or other businesses, charitable organizations, investment companies, and state or municipal government entities. They are also a participant in wrap fee programs.
Texas Capital Bank Private Wealth Advisors

2000 MCKINNEY AVENUE

DALLAS, TX 75201

$3.38B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chelsea Herr’s Registration & Firm History

TX

07/31/2024 - Present

Texas Capital Bank Private Wealth Advisors (Austin TX)

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Licenses & Designations

IA

Issued 07/27/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chelsea Ann Herr.
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