Texas Capital Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
407 W Baker Rd Ste C, Baytown, Texas, 77...Phone Number
(281) 427-8000Website
www.txcm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Texas Capital Management
Texas Capital Management is a premier independently owned investment advisory and wealth management firm serving the Bay Area since 1981. The firm specializes in custom portfolio management and caters primarily to retirees and those nearing retirement, focusing on delivering consistent, long-term returns with below-average risk. With a fiduciary duty to its clients, TXCM employs tactical strategies to navigate market trends and enhance wealth preservation. Under the leadership of Senior Portfolio Manager Juanita Finley, the firm continues to uphold its reputation for stability and professionalism in financial services.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Texas Capital Management
<$5M
1-10
Private
-
2015
N/A
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
Company Profile Activity
Activity Insights
Texas Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Texas Capital Management Tech Stack
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Texas Capital Management is a premier independently owned investment advisory and wealth management firm serving the Bay Area since 1981. The firm specializes in custom portfolio management and caters primarily to retirees and those nearing retirement, focusing on delivering consistent, long-term returns with below-average risk. With a fiduciary du... Read More
