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Ethan Samson Shaff

Texas Capital Bank Private Wealth Advisors

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About Ethan Samson Shaff

Ethan Samson Shaff is an Investment Advisor Representative at Texas Capital Bank Private Wealth Advisors. Ethan is registered with the state of Texas and has been in the industry since May 2022. Ethan specializes in providing financial planning, portfolio management for businesses and individuals, as well as portfolio management for investment companies. Ethan holds a Series 65 license and has a background in education and financial services. Ethan also holds a life insurance license in Texas and is currently spending zero hours per month on this activity.

Firm Information

Ethan Shaff 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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Ethan Shaff’s Registration & Firm History

TX

09/20/2023 - Present

Texas Capital Bank Private Wealth Advisors (DALLAS TX)

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Licenses & Designations

IA

Issued 08/26/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ethan Samson Shaff.
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