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Mitchell Anthony Hansen

Texas Capital Bank Private Wealth Advisors

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About Mitchell Anthony Hansen

Mitchell Anthony Hansen is a financial advisor with Texas Capital Bank Private Wealth Advisors, based in Dallas, Texas. Mitchell has been in the industry since August 16, 2023. Mitchell has passed the Series 65, 66, 7TO, and SIE exams. Mitchell is a Registered Investment Advisor in Texas.

Firm Information

Mitchell Hansen 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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Mitchell Hansen’s Registration & Firm History

TX

08/17/2023 - Present

Texas Capital Bank Private Wealth Advisors (DALLAS TX)

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Licenses & Designations

IA

Issued 08/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/10/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Anthony Hansen.
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