Wealth manager, independent · Victoria, TX
Sather Financial Group, Inc.
SEC-registered investment adviser · CRD 109344 · SEC 801-57925
At a glance
Sather Financial Group, Inc. is an SEC-registered investment adviser based in Victoria, Texas, with $2.3B in regulatory assets under management as of its Form ADV filed September 10, 2026. It reports 448 individual clients, 247 of them high-net-worth, holding an average of about $3.7 million each, and 9 employees. That ranks it 494th among the nation’s 5,657 independent wealth management RIAs and 27th of 367 in Texas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 361-570-1800satherfinancial.comAs filed on Form ADV
- Regulatory AUM
- $2.3B
- Rank among independent wealth managers
- #494 of 5,657
- Rank among all SEC RIAs
- #3,380 of 17,210
- Rank in Texas
- #27 of 367
- Individual clients
- 448
- High-net-worth clients
- 247
- Accounts
- 1,506
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- David S. SatherCEO and Chief Compliance Officer
- Warren A. UddPresident
- Jonathan M. ZahradkaVice President
- Tammy C. KimbroughShareholder
Custody and brokerage
Broker-dealer
No broker-dealer ties
Sather Financial Group, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 247 | $1.6B | 71% |
| Charitable organizations | 18 | $306M | 13% |
| Corporations or other businesses | 6 | $241M | 11% |
| Individuals | 201 | $74M | 3% |
| Pension and profit sharing plans | 10 | $41M | 2% |
Disciplinary disclosures
Sather Financial Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗satherfinancial.com ↗
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Oxbow Advisors, LLCAustin | $2.5B | 688 |
| Requisite Capital Management LLCDallas | $2.4B | 218 |
| Beaird HarrisDallas | $2.3B | 793 |
| Root Financial PartnersAustin | $2.1B | 852 |
| Ascentis Independent Advisors, LLCDallas | $2.1B | 2,690 |
| Adell Harriman & CarpenterHouston | $2.1B | 764 |
Background
Questions
How much does Sather Financial Group, Inc. manage?
Sather Financial Group, Inc. reports $2.3B in regulatory assets under management across 1,506 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 10, 2026.
How many clients does Sather Financial Group, Inc. have?
It reports 448 individual clients: 247 high-net-worth individuals and 201 other individuals. Individuals account for about 74% of its regulatory assets.
Where is Sather Financial Group, Inc. headquartered?
Its main office is in Victoria, Texas. It reports 3 offices in total and 9 employees, 9 of whom perform investment advisory functions.
How does Sather Financial Group, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Sather Financial Group, Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 10, 2026, it reports these amounts held: Charles Schwab ($2.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Sather Financial Group, Inc. a hybrid RIA with a broker-dealer?
Sather Financial Group, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Sather Financial Group, Inc. a fiduciary?
As an SEC-registered investment adviser, Sather Financial Group, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Sather Financial Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →