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Tyson Hughes Robertson

Texas Capital Bank Private Wealth Advisors

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About Tyson Hughes Robertson

Tyson Hughes Robertson is an investment advisor representative with Texas Capital Bank Private Wealth Advisors, registered with the state of Texas. Tyson is a graduate of Texas Tech University, where they received their bachelor's degree in finance. They are also a graduate of Friendswood High School, where they were a member of the National Honor Society. Tyson holds the Series 65 license and the SIE exam, and they have been in the financial services industry since August 2019. Tyson is passionate about helping clients achieve their financial goals. Tyson specializes in financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors.

Firm Information

Tyson Robertson 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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Tyson Robertson’s Registration & Firm History

TX

09/04/2024 - Present

Texas Capital Bank Private Wealth Advisors (Austin TX)

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Licenses & Designations

IA

Issued 06/13/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyson Hughes Robertson.
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