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Robert Kelly Ball

Texas Capital Bank Private Wealth Advisors

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About Robert Kelly Ball

Robert Kelly Ball is a financial advisor registered with the state of Texas. Robert works as a wealth advisor at Texas Capital Bank Private Wealth Advisors. Robert has been in the financial services industry since 1993. Robert has passed the Series 7, 63, 65 and 66 exams. The firm is headquartered in Dallas, Texas and manages between $1 Billion and $10 Billion in assets for clients that include high-net-worth individuals, corporations, investment companies, and charitable organizations.

Firm Information

Robert Ball 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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Robert Ball’s Registration & Firm History

TX

01/04/2019 - Present

Texas Capital Bank Private Wealth Advisors (HOUSTON TX)

AL

12/14/1993 - 07/17/1995

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 05/16/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Kelly Ball.
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