SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Vaquero Private Wealth, Ltd.
Dallas, TX
CRD 305266
Firm filing updated February 24, 2026 ·
- $928.9MAssets
- 6Advisory staff
- 739Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals179
- Individuals79
- Corporations or other businesses17
- Pension and profit sharing plans5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 79 | $17.9 million |
| High net worth individuals | 179 | $871.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $11.0 million |
| Charitable organizations | Fewer than 5 clients | $7.6 million |
| Insurance companies | Fewer than 5 clients | $3.3 million |
| Corporations or other businesses not listed above | 17 | $17.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$928.9 million
- Accounts739
- Discretionary$820.9 million · 702 accounts
- Non-discretionary$108.0 million · 37 accounts
People
- Employees9
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 305266, SEC file 801-117364.
- Registered with the SEC as an investment advisor (status date on record: September 20, 2019).
Is Vaquero Private Wealth, Ltd. a fiduciary?
Short answer: Vaquero Private Wealth, Ltd. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.