Texan Capital Management, Inc. (Houston)

Name: Texan Capital Management, Inc.
Address: 520 Post Oak Blvd, Houston, TX, 77027 9479
Telephone: 713-965-0300

Texan Capital Management, Inc. is a large advisory firm based in Houston. It manages $287.8 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

Texan Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and financial consulting on aggregated assets. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Texan Capital Management: assets under management

The assets under management (AUM) of Texan Capital Management, Inc. is $287.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 619% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $287.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.97 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Texan Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Texan Capital Management, Inc.

Frank Mcreynolds Wozencraft has been acting as President since 1 Jun 2015. Frederick Saunders Robertson joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frank Mcreynolds Wozencraft	Chief executive office & managing director	1 Feb 2001	50% - 75%	2417847
Marilyn M Falkenhagen	President	1 Jan 2004	Other	4748809
Marilyn Mizell Falkenhagen	President	1 Jan 2004	Other	4748809
Julia Justice Cauthorn	President, secretary, managing director and chief compliance officer	1 Jul 2005	25% - 50%	811397
Frederick Saunders Robertson	Shareholder	1 Jul 2005	Other	2661393
Burton James Willingham	Investment committee member	1 Jan 2008	Other	2591855
Michael Eugene Rome	Treasurer & shareholder	1 Sep 2013	Other	1587609
Frank Mcreynolds Wozencraft	Director	1 Jun 2015	25% - 50%	2417847
Frederick Saunders Robertson	Chairman	1 Jun 2015	Other	2661393
Rocky Val Emery	Director	1 Jun 2015	Other	2297089
Douglas Robert Wynkoop	Chief investment officer & director	1 Nov 2015	Other	6579621
Frederick Saunders Robertson	Shareholder	1 Dec 2015	Other	2661393

Based in Houston

The principal office where Texan Capital Management, Inc. performs its advisory services is located at 520 Post Oak Blvd, Houston, TX 77027 9479, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-965-0300 or by fax 713-965-0373. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at texancapital.com.